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Edit goals in Adobe Workfront Goals

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

CREATED FOR:

  • User

You can edit existing goals from any time period and in any status.

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.

Considerations about editing goals

  • You cannot edit goals with a status of Closed.

  • You can edit goals from any time period.

    You can edit the following information for a past goal:

    • Name

    • Time period

    • Status

      note tip
      TIP
      If the goal is Closed, reopening it recalculates the Progress percent complete. You cannot edit a closed goal.

    • Description

    • Results and activities

Edit goals

  1. Click the Main Menu icon , then click Goals.
    A list of goals displays.

  2. Click a goal.
    The goal page displays.

  3. Do one of the following to edit information for the goal:

    • Click fields that display in the goal header to update them. Not all fields in the header are editable.

    • Click the More icon to the right of the goal name, then click Edit.

    • Click Goal details in the left panel and click the Edit icon in the upper-right corner, then click Edit all. Start updating fields in the Goal details section.

      note important
      IMPORTANT
      Not all fields that display in the areas mentioned above can be edited. Workfront calculates some of the fields and they are read-only.

  4. (Conditional) Depending on what you selected in the previous step, update the following information about the goal:

    • Update the following information in the goal header, then press Enter to save your changes:

      • Goal name: Click the name of the goal and start typing a new name.
      • Owner: Click the name of the owner, and start typing the name of a user, team, group, or your company, then select it when it displays in the list. You can have only one owner for a goal.

    • Update the following information in the Edit Goal box, then click Save:

      • Goal name

      • Period: Click to update the time period for the goal
        Or
        Select Enable custom dates to specify dates for the goal’s Start and End dates.

        note tip
        TIP
        Deselect Enable custom dates to return to the original time period for the goal.

      • Goal owner

      • Description: Add or update information about the goal.

    • Update or review information in the Goal details section. For more information, see Update goals in the Goal details section in Adobe Workfront Goals.

  5. (Optional) Click Progress Indicators in the left panel to add results, activities, or projects to the goal. By adding progress indicators, you ensure you can track the goal’s progress.
    For more information, see the following articles:

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