Edit goals in Adobe Workfront Goals

Last update: 2023-01-20
  • Created for:
  • User

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 cannot edit goals with a status of Closed.

  • 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. You cannot edit a closed goal.

    • Description

    • Results and activities

Edit goals

  1. Click the Main Menu icon , then click Goals.
    A list of goals displays.

  2. Click a goal.
    The goal page displays.

  3. Do one of the following to edit information for the goal:

    • Click fields that display in the goal header to update them. Not all fields in the header are editable.

    • Click the More icon to the right of the goal name, then click Edit.

    • Click Goal details in the left panel and click the Edit icon in the upper-right corner, then click Edit all. Start updating fields in the Goal details section.

      IMPORTANT

      Not all fields that display in the areas mentioned above can be edited. Workfront calculates some of the fields and they are read-only.

  4. (Conditional) Depending on what you selected in the previous step, update the following information about the goal:

    • Update the following information in the goal header, then press Enter to save your changes:
      • Goal name: Click the name of the goal and start typing a new name.
      • Owner: Click the name of the owner, and start typing the name of a user, team, group, or your company, then select it when it displays in the list. You can have only one owner for a goal.
    • Update the following information in the Edit Goal box, then click Save:
      • Goal name

      • Period: Click to update the time period for the goal
        Or
        Select Enable custom dates to specify dates for the goal’s Start and End dates.

        TIP

        Deselect Enable custom dates to return to the original time period for the goal.

      • Goal owner

      • Description: Add or update information about the goal.

    • Update or review information in the Goal details section. For more information, see Update goals in the Goal details section in Adobe Workfront Goals.
  5. (Optional) Click Progress Indicators in the left panel to add results, activities, or projects to the goal. By adding progress indicators, you ensure you can track the goal’s progress.
    For more information, see the following articles:

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