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Create goals in Adobe Workfront Goals

Last update: Fri Jan 20 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Whether you are a CEO, a manager, or an individual contributor, you can create goals in Adobe Workfront Goals to align your work with your goals and the goals that outline the strategy of your organization.

Access requirements

You must have the following:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*

Request or higher

For more information, see Adobe Workfront licenses overview.

Product

You must purchase an additional license for the Adobe Workfront Goals to access functionality described in this article.

For information, see Requirements to use Workfront Goals.

Access level configurations*

Edit access to Goals or higher

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see:

Object permissions

Manage permissions to the goal

For information about sharing goals, see Share a goal in Workfront Goals.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must have the following before you can start:

  • A Layout Template that includes the Goals area in the Main Menu.

Guidelines for creating goals

Before starting with Workfront Goals, we recommend that you read about our best practice recommendations and guidelines for managing goals effectively. For more information about guidelines for creating and managing goals, see Adobe Workfront Goals overview.

Create goals

This article describes how you create a strategic goal in Workfront Goals. For information about creating a business case goal, see Create Business Case goals.

You can create a strategic goal in one of the following ways:

Create a goal from scratch create-a-goal-from-scratch

  1. Click the Main Menu icon in the upper right corner, then click Goals.

    The goal list displays.

  2. Click New goal.

    The New goal box displays.

  3. Enter information in the following fields:

    • Goal name: Enter a name for the goal. This is a required field.

    • Period: Select a predefined quarter or year from the Period drop-down field

      Or

      Select the Enable custom dates option, then select a Start and End date for the goal.

      The previous, current, and following years and their respective quarters are listed as predefined options in the Period drop-down field.

      The Period of the goal indicates the time frame when you expect the goal to complete.

    • Goal owner: Start typing the name of a user, a team, a group, or of your organization to indicate who is the owner of the goal. You are selected as the owner of the goal by default.

    • Description: Enter additional information about the goal.

  4. Click Create goal.

    The new goal is listed in the Goal list and it has the status of Draft.

    You must associate a goal with a progress indicator to activate it and start working on it.

    Do at least one of the following to prepare a goal to be activated:

Copy an existing goal copy-an-existing-goal

You can create a goal by copying an existing one.

For information about copying goals, see Copy goals in Adobe Workfront Goals.

Convert a result or activity to a goal convert-a-result-or-activity-to-a-goal

You can create a goal by converting the result or the activity of an existing goal to a goal. The new goal becomes aligned to the original goal.

For information about converting results and activities to goals, see Align goals by converting results and activities to goals.

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