Geteilte Anleitung

How to create project goals

Learn how to effectively create project goals by accessing strategic planning tools and defining clear objectives.

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·12 Schritte·39 Aufrufe·Veröffentlicht

Learn how to effectively create project goals by accessing strategic planning tools and defining clear objectives. This guide walks you through setting main goals and subgoals for improved organization and progress tracking, ensuring your projects stay on target for success.

Step-by-step Guide12 Schritte
  1. Click the Strategy section

    By clicking the Strategy section, you will access the strategic planning tools and features relevant to your projects, allowing you to set goals and monitor progress effectively.

    Click the Strategy section
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  2. Click the input field to enter goal title

    Clicking the input field allows you to type in the title of your goal for the strategy map. Make sure to provide a clear and descriptive title that reflects your objective.

    Click the input field to enter goal title
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  3. Type your 2026 Goal

    Enter the text '2026 Goals' in the goal title field to define your objective for this planning phase. This will help you outline your strategic targets for the upcoming period.

    Type your 2026 Goal
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  4. Click the Continue button

    Confirm your inputs to proceed to the next step in the goals strategy map creation process.

    Click the Continue button
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  5. Click here to enter your goal title

    This input field allows you to specify the title of your goal, which will help in organizing and tracking your subgoals more effectively.

    Click here to enter your goal title
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  6. Type your first subgoal as 'Q1'

    Enter 'Q1' in the designated field for the goal title. This will set the initial subgoal for tracking your project's progress in the goals section.

    Type your first subgoal as 'Q1'
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  7. Click the Q2 FY26 dropdown

    Selecting the Q2 FY26 dropdown allows you to choose a time period for your subgoal, helping to define the timeframe for achieving set objectives.

    Click the Q2 FY26 dropdown
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  8. Click the Q1 subgoal option

    Selecting the 'Q1' subgoal will add it to your main goal, allowing you to break down your strategy into more manageable tasks. This helps in organizing your goals efficiently for the given time period.

    Click the Q1 subgoal option
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  9. Click here to create subgoals

    By clicking this link, you will initiate the process to define and create subgoals for your primary goal within the Goals section. This helps in breaking down your strategy into more manageable tasks.

    Click here to create subgoals
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  10. Type the goal title "Q2 2026"

    In the subgoal field, enter "Q2 2026" to define a specific target timeframe for your goal. This will help structure your strategy into manageable segments.

    Type the goal title "Q2 2026"
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  11. Click the Create 3 goals button

    This action will finalize and create your three specified goals, allowing you to organize your objectives for better tracking and management.

    Click the Create 3 goals button
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  12. Click the Team goals section

    This action will navigate you to the Team goals area, where you can view and manage your team's specific goals and their progress.

    Click the Team goals section
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