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Update goals in the Goal details section in Adobe Workfront Goals

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

CREATED FOR:

  • User

You can update information for individual goals by accessing the Goal Details panel.

NOTE
You cannot update goals that have a status of Closed.

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.

Update goals in the Goal details section

You can access an individual goal from a list of goals.

  1. Click the name of a goal in the Goal List, then click the name of a goal.

    This opens the Goal details section on the left.

  2. Click the Edit icon in the upper-right corner, then click Edit all or Overview

    Or

    Start typing information in one of the editable fields in the Goal details section. The section becomes editable.

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

  3. Update or review the following fields:

    • Description: Add or update information about the goal.

    • Progress: Indicates what percentage of the goal is completed so far. You cannot manually update the progress of a goal. The goal progress is a calculation of all progress indicators.

    • Condition: Indicates whether the goal is new and it has not been updated yet, whether it’s on target to be completed on time, or lagging behind. You cannot update the condition of a goal. The goal’s condition is automatically calculated by Worfront.
      For more information about goal condition and progress, see
      Overview of goal progress and condition in Adobe Workfront Goals.

    • Status: You cannot manually update the status of a goal. For more information, see Goal status overview in Adobe Workfront Goals.

    • Goal owner: Click to update the name of the owner of the goal. Start typing the name of a user, team, group, or the name of your organization, then select it when it displays in the list. You can have only one owner for a goal.

    • Parent goal: Start typing the name of a goal that you would like to set as the parent of the goal you selected. The progress of the selected goal will automatically update the progress of the parent goal.

      note tip
      TIP
      You cannot update the following information about a parent goal:
      * Parent goal period
      * Parent goal progress
      * Parent goal owner.
      You must update this information on the parent goal itself.

    • 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.

    • Closing notes: This field is visible only for goals with a status of Closed. Closed goals cannot be edited. Reopening a closed goal permantently deletes the closing notes.

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