Description
This article walks you through creating a new goal within a plan. Goals are the specific objectives that make up your strategic plan.
Prerequisites
The plan must have at least one Focus Area.
A Template Hierarchy must be configured on the plan.
Quick Steps
Open the plan from the Plans summary page.
Click the Add Goal button next to the search bar.
In the Add Goal modal, fill in the fields:
Title * — The name of your goal (e.g., "Reduce response time to under 4 hours").
Description — Optional. A detailed explanation of the goal.
Focus Area * — Select which focus area this goal belongs to. Choose from the dropdown.
Template * — Select the goal template. This defines the structure and custom fields for the goal.
Start Date — Defaults to today. Change if the goal starts later.
Due Date — Defaults to 1 month from today. Set the target completion date.
Owner — Select the person responsible for this goal.
Choose how to save:
Save as Draft — Creates the goal in Draft status. Good for planning.
Activate Goal — Creates the goal in Active status. It will appear in dashboards and reports immediately.
The goal appears in the tree under its focus area.
Restrictions
Title, Focus Area, and Template are required.
Owner is required when activating a goal (not required for Draft).
You cannot create goals without a Template Hierarchy configured.
Important: The Template dropdown shows goal templates from the plan's Template Hierarchy. If the dropdown is empty, you need to configure the hierarchy first via the Template Hierarchy sidebar tab.
Further Information
Edit and Update Goals — Changing goal details after creation.
Delete and Duplicate Goals — Removing or copying goals.
What are Goals? — Understanding goal concepts and lifecycle.