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Create goals in Adobe Workfront Goals

Last update: Thu Aug 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Whether you are a CEO, a manager, or an individual contributor, you can create goals in Adobe Workfront Goals to align your work with your goals and the goals that outline the strategy of your organization.

Access requirements

You must have the following:

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

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
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.

Guidelines for creating goals

Before starting with Workfront Goals, we recommend that you read about our best practice recommendations and guidelines for managing goals effectively. For more information about guidelines for creating and managing goals, see Adobe Workfront Goals overview.

Create goals

This article describes how you create a strategic goal in Workfront Goals. For information about creating a business case goal, see Create Business Case goals.

You can create a strategic goal in one of the following ways:

Create a goal from scratch create-a-goal-from-scratch

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

    The goal list displays.

  2. Click New goal.

    The New goal box displays.

  3. Enter information in the following fields:

    • Goal name: Enter a name for the goal. This is a required field.

    • Period: Select a predefined quarter or year from the Period drop-down field

      Or

      Select the Enable custom dates option, then select a Start and End date for the goal.

      The previous, current, and following years and their respective quarters are listed as predefined options in the Period drop-down field.

      The Period of the goal indicates the time frame when you expect the goal to complete.

    • Goal owner: Start typing the name of a user, a team, a group, or of your organization to indicate who is the owner of the goal. You are selected as the owner of the goal by default.

    • Description: Enter additional information about the goal.

  4. Click Create goal.

    The new goal is listed in the Goal list and it has the status of Draft.

    You must associate a goal with a progress indicator to activate it and start working on it.

    Do at least one of the following to prepare a goal to be activated:

Copy an existing goal copy-an-existing-goal

You can create a goal by copying an existing one.

For information about copying goals, see Copy goals in Adobe Workfront Goals.

Convert a result or activity to a goal convert-a-result-or-activity-to-a-goal

You can create a goal by converting the result or the activity of an existing goal to a goal. The new goal becomes aligned to the original goal.

For information about converting results and activities to goals, see Align goals by converting results and activities to goals.

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