Add a Goals Widget

  • Updated

You can, view, edit, and create Goals and Targets alongside other team metrics on your Dashboards using the Goals Widget.

If you want to create a new Goal, you need to do that from the Goals page.

What you'll need

Create a Goals widget

To add a Goals widget to a new or existing Dashboard:

  1. Click the Dashboards icon in your sidebar and find the Dashboard you want to work with.

  2. Click + Add widget.

  3. In the left sidebar, click Priorities.

  4. Select the Goals widget.

  5. Choose your preferences:

    • Name your widget.

    • Select the Goals or Goal Folders you want to include.

    • Choose what to Sort by: Name, Last Updated, Due date, Start date, or Progress.

    • Select which People to display.

    • Show or hide Completed items.

    • Show or hide Archived items.

  6. Click Add widget to add it to your Dashboard.

  7. You'll be able to see your Goal's progress percentage, total number of Targets, Goal owner, and when the last update was made.

You can update your preferences at any time by clicking the Settings icon.
Note: Members and Guests who don't have access to the Goals displayed in your widget will see a blank widget.
GIF demonstrating how to create a Goals widget.

 

Add and update Targets

To create and update Targets in the Goals widget:

  1. Click on a Goal to open the Goal details.

  2. View the details of the Goal.

  3. Make any edits you need!

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