Align goals by connecting them in Adobe Workfront Goals

If you are an individual contributor who has a personal goal, you may want to align it to your team’s goals in order to effectively display the progress of your own goal in the larger context of your organization’s strategy.

When everyone in your organization has their goals aligned to your organization’s goals, they can clearly see how their individual contributions and team efforts help to move the needle forward on larger, company-level priorities. For more information about the best practices for aligning goals, see Goal alignment overview in Adobe Workfront Goals.

There are two approaches to connecting goals in Adobe Workfront Goals:

  • You can create alignment between goals by connecting goals to one another.

  • You can manually align two goals or you can convert results and activities of an existing goal to another goal. The converted result or activity becomes the child goal of the original goal.

IMPORTANT
A goal can have a total of 1000 progress indicators.

This article describes how you can align goals by connecting them to one another. For information about aligning goals by converting results and activities to goals, see Align goals by converting results and activities to goals.

Access requirements

You must have the following:

Adobe Workfront plan
Any
Adobe Workfront license*

Current license: Contributor or higher

Or

Legacy 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 level
Edit 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 template
All 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.

Align goals by connecting them to one another

  1. Create two goals that you want to align. For information about creating goals, see Create goals in Adobe Workfront Goals.

  2. (Optional) Activate the goals that you want to align. You can align goals that have a Draft, Active, or Inactive status. For information about activating goals, see Activate goals in Adobe Workfront Goals.

  3. Go to the goal that you want to align (child goal) to another goal (parent goal) and click its name to open the goal page.

    note info
    INFO
    For example, if you want Goal 2 to influence the progress of Goal 1, you must go to Goal 2.
  4. Click Goal details in the left panel.

  5. In the Parent goal information area, click Add in the Parent goal field if there is no parent goal,

    Or

    Click the name of he parent goal to choose another one.

  6. Start typing the name of an existing goal in the Parent goal field, then select it when it appears in the list. Only goals that are from the same or future periods display in the list.

  7. Click Save Changes.

    The goal you started with (Goal 2) is now the child goal of the parent goal you aligned it with (Goal 1).
    The aligned goals display connected in the Goal Alignment section with Goal 2 as secondary to Goal 1.
    The child goal displays in the Progress indicators section of the parent goal as its progress updates the progress of the parent goal.

  8. (Optional) To view the goals in the Goal Alignment section, go to the Goals area of Workfront, then click the Goal Alignment section in the left panel. For information about the Goal Alignment section, see Navigate the Goal Alignment section in Adobe Workfront Goals.

  9. (Optional) Add activities and results to either goal to indicate their progress. For information about adding activities and results, see the following articles:

  10. (Optional) Remove the alignment between two goals, when you consider that no longer is relevant to your organization’s overall strategy. For information about removing alignment between goals, see Remove goal alignment in Adobe Workfront Goals.

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