Review goals in the Adobe Workfront Goals Pulse section

You can view all goals in your organization, regardless of who the owner is. For information about creating goals, see Create goals in Adobe Workfront Goals.

You can use the Pulse section of Adobe Workfront Goals as a collaboration tool, where you can review and participate in a stream of updates about current goals that belong to you, your teams, groups, or organization and ensure that goals stay current. Workfront Goals groups progress updates, comments and editing history by goal in the Pulse section.

Access requirements

You must have the following access to perform the actions described in this article:

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*

View or higher 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

View or higher permissions on goals

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.

Manage goal updates and comments in the Pulse section 

TIP

Only goals that have been checked in on at least once display in the Pulse section.

  1. Click the Main Menu icon > Goals in the upper-right corner of your screen.

    This opens the Workfront Goals area.

    All goals display by default.

  2. Click Pulse in the left panel.

    A list of goals displays. The list contains the following columns with information about each goal:

    Goals The goal name.
    Owner The name of goal owner.
    Period The time period for which the goal is scheduled.
    Progress The progress indicator for the goal which is typically a percentage value.

    Status (includes alignment icon)

    The status of the goal which can be one of the following:

    • Active
    • Draft
    • Inactive
    • Closed

    The alignment icon appears on goals that are aligned to other goals. For information about aligning goals, see Align goals by connecting them in Adobe Workfront Goals.

    The Status column also includes the incremental updates made for each result or activity with each check in on the goal.

    For example, if the goal has one manual progress bar activity and you check in on the goal and update the activity to 50%, the Status column displays 50% for that goal’s activity. Later on, you might update the same activity to 60%. In this case, a new line displays under the same goal for the same activity for 10% - because you just added 10% to the progress of the activity.

  3. (Optional) Select the type of information you want to display by updating the filters in the upper-right corner of the Pulse section.

    The Pulse list displays goals and their updated history that match the criteria of your selected filter.

    For more information about filtering goals, see Filter information in Adobe Workfront Goals.

  4. Click the right-pointing arrow to the left of the goal name to expand a goal and view additional information about the updates on each goal.

    The following information displays in the Pulse section under each goal:

  5. Click Add a comment to add a comment for the goal, then click Post. The comment is visible in the Check-in area, as well as the Updates tab of the Goal Details panel. We recommend that you use the Pulse section to comment on goals that have not been updated in a while and ask the goal owner for an update.

  6. (Optional) Click Show all updates to display all goal updates. This opens the Updates tab in the Goal Details panel on the right.

  7. Click the name of a goal to open the Goal Details panel on the right and review more information about the goal as well as manage it and its results and activities. For information about reviewing individual goals, see Update goals in the Goal Details panel in Adobe Workfront Goals.

  8. (Optional and conditional) Click the alignment icon to open the goal in the Goal Alignment section, if the goal is aligned to other goals.

  9. (Optional) Expand the Goals per page drop-down menu and select from the following options to display additional goals:

    • 20. This is the default selection.
    • 50
    • 100

 

 

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