What is a goal?
A goal might be a quick, singular thought you need to remember or a complex, broad initiative spanning multiple departments, possibly needing its own project. Whether it’s personal or delegated to you, goals are primarily tools for managers and executives to structure and oversee their tasks effectively.
Types of goals
Although there is no restriction to the use of goals, goals in the system are mainly two types:
Strategic
General (sticky-note type)
A strategic goal sets long-term objectives that align with the broader mission and vision of your organization. A strategic goal helps you break down larger objectives into measurable and actionable activities, allowing teams to understand how their daily work fits into the bigger picture. When you use goals with a strategic purpose you are easily able to access all related communication, tasks, files, and projects. In addition, you would always check your goal in context, if it is part of a board, and where it stands in your roadmap.
Think of general goals as your virtual sticky notes—great for jotting down ideas or anything you need to remember.
Note: Unlike paper notes, the system's smart reminders mean you'll never lose track of when a goal needs your attention. Also, goals can be sorted into themed boards for clearer oversight. See how to add a goal to a board.
Goal components
Goals consist of four main sections:
The comments section is where you discuss and clarify the next steps with all relevant parties. Tasks help you ramp up the action, and projects let you go bigger. Normally, a goal would require a project when it requires fewer steps to complete it. It's your management style that dictates the flow.
Next: How to create a goal?