Align goals by connecting them in Adobe Workfront Goals

If you are an individual contributor who has a personal goal, you may want to align it to your team’s goals in order to effectively display the progress of your own goal in the larger context of your organization’s strategy.

When everyone in your organization has their goals aligned to your organization’s goals, they can clearly see how their individual contributions and team efforts help to move the needle forward on larger, company-level priorities. For more information about the best practices for aligning goals, see Goal alignment overview in Adobe Workfront Goals.

There are two approaches to connecting goals in Adobe Workfront Goals:

  • You can create alignment between goals by connecting goals to one another. This is a bottom-up approach to aligning goals.

  • You can manually align two goals or you can convert results and activities of an existing goal to another goal. The converted result or activity becomes the child goal of the original goal. This is a top-down approach to aligning goals.

This article describes how you can align goals to one another by connecting them. For information about aligning goals by converting results and activities to goals, see Align goals by converting results and activities to goals.

Access requirements

You must have the following:

Adobe Workfront plan*

Pro or higher

Adobe Workfront license*

Request or higher

For more information, see Adobe Workfront licenses overview.

Product

You must purchase an additional license for the Adobe Workfront Goals to access functionality described in this article.

For information, see Requirements to use Workfront Goals.

Access level configurations*

Edit access to Goals

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see:

Object permissions

Manage permissions to the goal

For information about sharing goals, see Share a goal in Workfront Goals.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must have the following before you can start:

  • A Layout Template that includes the Goals area in the Main Menu.
IMPORTANT

A goal cannot have more than a total of 50 activities, results, or aligned goals.

Align two goals by connecting them to one another

  1. Create two goals that you want to align. For information about creating goals, see Create goals in Adobe Workfront Goals.

  2. (Optional) Activate the goals that you want to align. You can align goals that have a Draft, Active, or Inactive status. For information about activating goals, see Activate goals in Adobe Workfront Goals.

  3. Go to the goal that you want to align (child goal) to another goal (parent goal) and click its name to open the Goal Details panel. 

    For example, if you want Goal 2 to influence the progress of Goal 1, you must go to Goal 2.

  4. Click Align to another goal in the upper-right corner of the right panel.

  5. Start typing the name of an existing goal or the name of an owner in the Align to another goal field, then select it when it appears in the list. Only goals that are from the same or future periods display in the list.

  6. Click Save.

    The goal you started with (Goal 2) is now the child goal of the goal you aligned it with (Goal 1).
    The aligned goals display connected in the Goal Alignment section with Goal 2 as secondary to Goal 1.

  7. (Optional) To view the goals in the Goal Alignment section, do one of the following:

    • Click the Goal Alignment section in the left panel and find the goals by applying the correct filter. For information about filtering information in Workfront Goals, see Filter information in Adobe Workfront Goals.
    • Click the Goal List, Check-in, or Pulse sections in the left panel and find one of the goals, then click the Alignment icon next to the goal name to go directly to the goal in the Goal Alignment section.

    For information about the Goal Alignment section, see Navigate the Goal Alignment section in Adobe Workfront Goals.

  8. (Optional) Add activities and results to either goal to indicate their progress. For information about adding activities and results, see the following articles:

  9. (Optional) Remove the alignment between two goals, when you consider that no longer is relevant to your organization’s overall strategy For information about removing alignment between goals, see Remove goal alignment in Adobe Workfront Goals.

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