Edit goals in Adobe Workfront Goals

You can edit existing goals from any time period and in any status.

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 or higher

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.
  • You created the goals you want to edit or you have Manage permissions to them.

Considerations about editing goals

  • You can edit goals from any time period.

    You can edit the following information for a past goal: 

    • Name

    • Time period

    • Status

      TIP

      If the goal is Closed, reopening it recalculates the Progress percent complete

    • Description

    • Results and activities

Edit goals

  1. Go to a goal that you want to edit and click the goal name to open the Goal Details panel.

  2. Click the More icon , then click Edit.

  3. Update the name of the goal in the Goal field.

  4. Select a time period when the goal should be completed.

    Select from the following predefined options:

    • The current year
    • The quarters of the current year
    • The next two years
    • The quarters of the next two years

    Or

    Click Define custom dates to select a custom time frame.

  5. (Conditional) Select a start and an end date for your goal, if you clicked Define custom dates.

    CAUTION

    You cannot create a goal with custom dates in the past.

  6. (Optional) Click Reset custom dates to return to the predefined options.

    TIP

    We recommend that everyone in your organization selects the same time frames for similar goals or goals that are aligned. This provides better alignment between goals and ensures that everyone’s work supports your larger organization-wide strategy.

  7. Click the Owner field and select a new owner for the goal, if you want to indicate someone else as the owner of the goal.

  8. (Conditional) Start typing the name of a user, team, group, or the name of your organization in the Owner field, then select it when it displays in the list. You can have only one owner for a goal.

  9. Update the Description of the goal, then click Save.

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