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Edit results and activities in Adobe Workfront Goals

Last update: Mon Jan 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

After your Adobe Workfront administrator has granted you the correct access to Adobe Workfront Goals, you can create and edit goals, results, and activities.

For information about creating goals, results and activities, see the following articles:

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

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.

Considerations when editing results and activities

  • You can edit results and activities that belong to goals you created or to goals that you have permissions to Manage.

  • You cannot edit the progress of projects that are connected to goals as activities from Workfront Goals. Projects progress is updated when tasks in the project are completed. You can remove projects from the goal by disconnecting them. For more information, see the “Disconnect projects” section in the article Remove results, activities, and projects from goals in Adobe Workfront Goals.

    note note
    NOTE
    If the following project information updates at the project level, Workfront Goals automatically updates it at the goal level:
    • Project owner
    • Project name
    • Project percent complete
    For information about connecting projects to goals, see Add projects to goals in Adobe Workfront Goals.

  • You can delete results and activities from goals when they are no longer relevant to the goal progress. Deleted results and activities cannot be recovered. For information about deleting results and activities, see Remove results, activities, and projects from goals in Adobe Workfront Goals.

  • You can edit results and activities associated with goals from any time period, including in the past.

  • Editing results and activities updates their settings and does not update their progress. You must update the progress of results and activities. For information about updating progress on goals, results, and activities, see Update goal progress in Adobe Workfront Goals.

Edit results

  1. Click the Main Menu , then Goals.

  2. From the Goal List, click the name of a goal to open the goal page.

  3. Click Progress indicators in the left panel.

  4. Select a result in the Progress indicators list and click the Edit icon .

    The Edit Result box opens.

  5. Edit the following information:

    • Result name: The name of the result. Use a descriptive name that illustrates what result you need to obtain in order to complete the goal.
    • Result owner: The owner of the result. The owner must be an active Workfront user.
    • Value type: How you measure the progress of the result.
    • Initial Value: The original value of the result.
    • Target Value: The desired value when the result is completed.
      For more information about result fields, see Add results to goals.

  6. Click Save.

Edit activities

  1. Click the Main Menu , then Goals.

  2. From the Goal List, click the name of a goal to open the goal page.

  3. Click Progress indicators in the left panel.

  4. Select an activity in the Progress indicators list and click the Edit icon .

    The Edit Activity box opens.

  5. Edit the following information:

    • Activity name: The name of the activity. Use a descriptive name that illustrates what activity you should perform to indicate that the goal completes.
    • Activity owner: The owner of the activity. The owner must be an active Workfront user.
      For more information about activity fields, see Add activities to goals.

  6. Click Save.

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