Edit goals in Adobe Workfront Goals
- Topics:
- Workfront Goals
CREATED FOR:
- User
You can edit existing goals from any time period and in any status.
Access requirements
Expand to view access requirements for the functionality in this article.
You must have the following:
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.
Considerations about editing goals
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You cannot edit goals with a status of Closed.
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You can edit goals from any time period.
You can edit the following information for a past goal:
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Name
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Time period
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Status
TIP
If the goal is Closed, reopening it recalculates the Progress percent complete. You cannot edit a closed goal. -
Description
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Results and activities
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Edit goals
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Click the Main Menu icon
A list of goals displays. -
Click a goal.
The goal page displays. -
Do one of the following to edit information for the goal:
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Click fields that display in the goal header to update them. Not all fields in the header are editable.
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Click the More icon
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Click Goal details in the left panel and click the Edit icon
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.
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(Conditional) Depending on what you selected in the previous step, update the following information about the goal:
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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.
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Update the following information in the Edit Goal box, then click Save:
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Goal name
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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.TIP
Deselect Enable custom dates to return to the original time period for the goal. -
Goal owner
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Description: Add or update information about the goal.
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Update or review information in the Goal details section. For more information, see Update goals in the Goal details section in Adobe Workfront Goals.
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(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: