Activate goals

Now that you have created goals, let’s activate them! When you create a goal, it’s saved in Draft status. Draft goals are not a part of goal management until you activate them. Once activated, they switch to an Active status and show progress in the dashboard and how they align to the overall strategy. Goals in Active status are associated with a progress indicator—usually an activity, a result, a project or an aligned goal (child-parent goal relationship).

A screenshot of a goal in Workfront Goals in a Draft status

Progress indicators are required to activate goals

Before moving on, it’s important to understand the progress indicators used in Workfront Goals. Progress indicators are the objects in Goals used to calculate the progress of a goal. The progress indicators are aligned goals, results, activities, and projects. You’ll learn about these in more detail later. For now, it is important to understand that aligned goals, results, activities, and projects must be added to a goal in order to activate it.

To add a progress indicator open the goal and select the Progress indicators tab on the left, then the New progress indicator dropdown menu next to it.

A screenshot showing results, activities, and projects, and goal progress indicators.

Compared to other progress indicators, projects are a little unique, as they are considered a type of activity. Activities can be differentiated into two types—Manual progress bar and Projects. As a result, Projects also drive progress. Although all types of progress indicators can be connected to a parent goal, it’s important to keep in mind that there are differences in the way you manage them.

Now activate the goal

When you have at least one progress indicator on your goal you will see the Activate option when you click on the three dot menu next to the goal name.

A screenshot showing how to activate a goal.

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