Share a goal in Adobe Workfront Goals

Last update: February 21, 2025

CREATED FOR:

  • User

When you share a goal you give Manage permissions to a goal to someone who did not create it.

Access requirements

You must have the follwoing:

Adobe Workfront plan*

For the new plan and license structure:

  • An Ultimate plan

For the current plan and license structure:

  • A Pro or higher
  • An Adobe Workfront Goals license in addition to a Workfront license.
Adobe Workfront license*

New license: Contributor or higher

Or

Current license: Request or higher

Product*

New product requirement, one of the following:

  • A Select or Prime Adobe Workfront plan and an additional Adobe Workfront Goals license.
  • An Ultimate Workfront plan which includes Workfront Goals by default.

Or

Current product requirement: A Workfront plan and an additional license for Adobe Workfront Goals.

For information, see Requirements to use Workfront Goals.

Access levelEdit access to Goals
Object permissions

View or higher permissions to the goal to view it

Manage permissions to the goal to edit it

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

Layout templateAll users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu.

*For more information, see Access requirements in Workfront documentation.

Considerations about sharing goals

  • Users can have the following permissions to a goal:

    Goal permissionsDescription
    View

    Users have permissions to view the goal, but they cannot edit information for the goal, they cannot add or edit information for results, or activities, update status, or delete the goal.

    By default, all users with access to Goals can view all goals in the system. Users can copy the goal, if they have Edit access to Goals in their access level.

    Manage

    Users can edit all information for the goal, including for the results, or activities, including delete them.

    Only goal creators or users who are specifically given Manage permissions to a goal can manage a goal.

    Only users with Manage permissions to a goal can share the goal with others to give them Manage permissions to the goal.

  • You can share the following types of goals with others:

    • A goal you created
    • A goal created by someone else to which you were given permissions to Manage.

  • If you have Manage permissions to a goal, you can change the permissions on the goal for the goal creator. By default, they have Manage permissions when they create the goal, but you can change their permissions to View.

Share a goal

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

    The Goal List displays.

  2. Click the name of a goal in the list. The goal page opens.

  3. Click the More icon next to the goal name, then click Share.

    More menu

    The Goal Access box displays.

    Goal access

  4. Do one of the following:

    • Select the Manage system-wide setting to give Manage permissions to everyone in the system who has Edit access to Goals in their access level. This is deselected by default for all new goals.

    • Start typing the name of a user that you want to give Manage permissions to in the Give Manage access to box. Select the name when it appears in the list.

      TIP
      You can only share a goal with other users. You cannot share goals with groups, teams, or your company.

  5. Click Share.

    The goal is shared with the users you specified. A “System-wide” label or the name of the users who have Manage permissions to the goal display in the Access to Manage field in the Goal Details panel.

Goal permission options

The following table lists the permissions that you can grant when sharing a goal. For more information about the access users get based on their license, see Grant access to Adobe Workfront Goals.

ActionsManageView
View goal✓✓
View results or activities✓✓
Copy goal*✓✓
Convert results or activities into other goals*✓✓
View projects added as activities**✓✓
Edit goal✓
Edit results or activities✓
Add results or activities for the goal✓
Associate a project as an activity to the goal**✓
Delete goal✓
Delete results or activities✓
Disconnect projects from the goal✓

*You must have Edit access to Goals in your access level to be able to convert results and activities to goals.

**You must have access to View Projects and View permission to the projects added or that you want to add to the goal to view them.

For information about project access level, see Grant access to projects.

For information about project permissions, see Share a project in Adobe Workfront.

Workfront