Edit results and activities in Adobe Workfront Goals

After your Adobe Workfront administrator has granted you the correct access to Adobe Workfront Goals, you can create and edit goals, results, and activities. 

For information about creating goals, results and activities, see the following articles:

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.

Considerations when editing results and activities

  • You can edit results and activities that belong to goals you created or to goals that you have permissions to Manage.

  • You cannot edit projects that are connected to goals as activities from Workfront Goals. You can remove them from the goal by disconnecting them. For more information, see the “Disconnect projects” section in the article Remove results, activities, and projects from goals in Adobe Workfront Goals.

    NOTE

    If the following project information updates at the project level, Workfront Goals automatically updates it at the goal level:

    • Project owner
    • Project name
    • Project percent complete

    For information about connecting projects to goals, see Overview of connecting projects to goals in Adobe Workfront Goals.

  • You can delete results and activities from goals when they are not longer relevant to the goal progress. Deleted results and activities cannot be recovered. For information about deleting results and activities, see Remove results, activities, and projects from goals in Adobe Workfront Goals.

  • You can edit results and activities associated with goals from any time period, including in the past.

  • Editing results and activities updates their settings and does not update their progress. You must update the progress of results and activities by checking in on goals. For information about checking in on goals, see Check in on goals in Adobe Workfront Goals.

Edit results

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

  2. Click Results.

  3. Click the gear icon to the right of the result you want to edit.

  4. Click Edit to edit the following information:

    Field Description
    Name The name of the result.
    Owner The owner of result.
    Value How you measure the progress of the result.
    Initial The original value of the result.
    Target The desired value when the result is completed.  
  5. Click Save.

Edit activities

TIP

You cannot edit the Activity Type after you saved an activity on a goal.

  1. Go to the goal for which you want to edit an activity and click the goal name to open the Goal Details panel.

  2. Click Activities.

  3. Click the gear icon to the right of the activity you want to edit .

  4. Click Edit to edit the following information:

    Field Description
    Name The name of the activity.
    Owner The owner of activity.
  5. Click Save.

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