Create a goal
Create a goal and set targets to measure progress and align with your organization's strategic priorities.
Before you begin
Role required: sn_apw_advanced.spw_goal_user
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
On the Strategy and Goals page, select the strategy-based board or goal-based board for which you want to create a goal.
The Strategy page opens if selected a strategy-based or combined strategy and goals-based board. The Goals page opens if selected a goals-based board.
Create a goal using one of the following methods depending on your board type.
| Option | Steps |
|---|---|
| From the Strategy page |
The strategic priority details page opens.
|
| From the Goals page | On the Goals page, select New. |
On the form, fill in the Name and other required fields.
For a description of the field values, see Goal form.
Select Save.
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