Create and update Goals

Create and update Goals to define an outcome, set a time frame, add context, and review progress from connected work. A Goal is useful only when its name, dates, description, and linked work are kept accurate.

Before you start

• You need create access to add a Goal.
• You need edit access to rename the Goal, change dates, or update the description.
• Progress depends on connected Tasks, Lists, and milestones.
• Reminder actions require reminder availability and access.

Create a Goal

1. Open Collections or the area where Goals are available.
2. Select Add.
3. Choose Goal.
4. Enter a clear outcome-focused name.
5. Add start and due dates when the outcome has a time frame.
6. Add a description that explains success criteria.

Expected outcome: the Goal opens with a summary area, date controls, description, Add menu, and milestone/linking area.

Goal Field Reference

Field or control	What it does	Notes
Progress percentage	Shows the completion percentage from connected task counts.	It is read-only.
Goal name	Identifies the outcome.	Select the name to rename when edit access is available.
More actions	Shows Remind me when available.	Use reminders for review or follow-up.
Start date	Sets when the Goal period begins.	Optional; use when timing matters.
Due date	Sets the expected completion date.	Optional but recommended for tracked outcomes.
Description	Stores context, success criteria, and review notes.	Supports rich text when the editor is available.
Add menu	Adds milestones or links Lists/Tasks.	Disabled without create access.

Write a Useful Goal

1. Name the outcome, not the task. Example: use Launch customer onboarding improvements, not Work on onboarding.
2. Add the due date that should drive review.
3. Use the description for success criteria, scope, and constraints.
4. Add milestones for major stages.
5. Link Lists and Tasks that actually drive progress.

Progress Rules

• Goal progress is based on connected task counts.

• Done tasks increase progress.

• Open or incomplete tasks keep progress lower.

• A Goal with no connected tasks can show no useful progress signal.

• Milestones and linked Lists can bring their tasks into the progress calculation.

• Mobile stacks fields vertically and can open pickers or selection dialogs as focused screens.

• Dragging milestones on touch devices includes a small delay to avoid accidental drags while scrolling.

Troubleshooting

The Goal name will not update

• Symptom: Typing a new name does not save.
• Cause: You may not have edit access, or the name field was left empty.
• Resolution:
  1. Confirm edit access.
  2. Enter a non-empty name.
  3. Refresh and check the Goal title again.

Dates are read-only

• Symptom: Start or Due date cannot be changed.
• Cause: You do not have edit access.
• Resolution:
  1. Ask the owner or Space admin for edit access.
  2. Reopen the Goal after access changes.

Remind me is missing

• Symptom: The Goal more actions menu does not show Remind me.
• Cause: Reminder actions may be unavailable for your role, Space settings, or current item state.
• Resolution:
  1. Confirm reminder availability with a Space admin.
  2. Use a Task reminder as a fallback if your team tracks review work in Tasks.