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Access and open goals in Adobe Workfront Goals

Last update: Tue Apr 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

This article describes how you can find and manage strategic goals in Adobe Workfront.

Access requirements

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

Adobe Workfront plan*

For the new plan and license structure:

  • An Ultimate plan
  • Or An additional license for Adobe Workfront Goals for the Prime or Select Adobe Workfront plans.

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

For more information, see Adobe Workfront licenses overview.

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
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.

Access Workfront Goals

  1. Click the Main Menu icon in the upper-right corner, then click Goals.

    The Goal List displays.

    note important
    IMPORTANT
    When you have the correct access to Workfront Goals, you can view goals that you or anyone else created in the Goal List, by default.

  2. (Optional) Click the name of a goal to open or edit it.

    Or

    Click New goal to add a new goal.

    For information about creating goals, see Create goals in Adobe Workfront Goals.

Open and manage individual goals

You must access an individual goal to perform the following actions as you manage your goals:

  • Edit it
  • Add a result or activity to it
  • Edit results and activities associated with it
  • Activate it
  • Deactivate it
  • Delete it
  • Align it to another goal
  • Convert results or activities to other goals
  • Update it

To access an individual goal:

  1. Click the Main Menu icon in the upper-right corner of Workfront, then click Goals .
    The Goal List displays by default.
  2. Click the name of a goal in the list.
    The goal’s page displays.
  3. Click the More menu to the right of the goal name to further edit or share the goal.
  4. Click Goal details in the left panel to edit information about the goal. For more information, see Update goals in the Goal details section in Adobe Workfront Goals.
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