Now that you’ve updated your goals, take a moment to step back and get a bird’s-eye view of the goals you’re working on and how they relate to the team, group, and company goals. Communicating with others on the progress and status of your goals is an important part of staying aligned.
There are various ways to keep the right people updated on your goals. You can start by:
You can share a goal you created or a goal created by someone else to which you have permissions to manage. You cannot share goals with groups, teams, or companies. If you have Manage permissions to a goal, you can change goal’s permissions for the goal creator. By default, the person creating the goal has Manage permissions, but you can change them to View.
Click the name of the goal to share from any section in the Goals area to open the Goal Details panel.
Click the 3-dot icon next to the goal name, then click Share. The Goal Access box displays.
Do one of the following:
Click Share. A “System-wide” label or the names of the users who have Manage permissions to the goal display in the Access to Manage field in the Goal Details panel.
You can build Goal reports or Project reports that include information about associated goals in Workfront. There are several ways to view goal information in reports.
Create a Goal report in the Reports area. You can display various information about the goal on the Goal report (for example: name, owner, dates, progress, etc.), which includes the following:
Create a project report that displays goal information, including the following: