A step-by-step guide on creating goals
Start and target value
: set metric with or without unit (e.g. 5 USD, 20%, 10 customers).Aggregation
: progress is measured by sub-goal and expressed as a percentage (0 - 100%)Threshold
: The goal should not exceed or fall below a certain thresholdOpen/Done
: a goal that is either done or not doneNone
: The goal does not measure progress (e.g., useful for strictly qualitative objectives)Settings > Properties
.
By default, the following types are set:
Objective
Key Result
Initiative
Settings > Properties
will appear here.
Typical additional properties are Owner or Team to indicate who or which team is responsible for the goal.
New
under Subitems and a new window will open for the subgoal.
Share
.
Settings > Goals
).