Access and open goals in Adobe Workfront Goals
This article describes how you can find and manage strategic goals in Adobe Workfront.
Access requirements
You must have the following:
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|---|---|
| Adobe Workfront plan* |
For the new plan and license structure:
For the current plan and license structure:
|
| 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: Workfront Or Current product requirement: In addition to a Workfront license, you must purchase a 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.
Access Workfront Goals
-
Click the Main Menu icon
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. -
(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:
- Click the Main Menu icon in the upper-right corner of Workfront, then click Goals .
The Goal List displays by default.
- Click the name of a goal in the list.
The goal’s page displays.
- Click the More menu
- 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.