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Goals cards

Show your Goals and Targets on Dashboards and Overviews. Quickly edit Goals and create or update Targets alongside your team's reporting metrics or project details.

Goal card feature availability and limits vary by plan and user role. Learn more

Goals Cards

Goals cards display each Goal as individual cards on a grid.

For each Goal, the card includes the progress as a donut chart displaying the percentage, the total number of Targets, the goal owner, and when the last update was made.

The following table describes the feature available for each Goal:

Feature Description
Goal progress The goal progress is displayed as a donut chart. The progress is displayed as a percentage in the center.
Number of Targets Shows the total number of targets for the Goal. Click the number of Targets to view and edit Targets.
Goal details Click anywhere on a Goal card to view the Goal in full screen mode.
Goal Owner In the lower-left corner, click the avatar of the person assigned to the Goal to update the Goal owner.
Last updated The date and time the goal was last updated is displayed in the lower-right corner.
Goal settings Hover over a Goal, in the upper-right corner, click the ellipsis ... icon to edit the Goal settings.

Add a Goals card

To add a Goals card:

  1. Create a new or open an existing Dashboard.
  2. In the upper right corner, click + Add card. 
  3. From the left sidebar, select Priorities.
  4. Click the Goals card to add it to your Dashboard.

Add and update Targets

To create and update Targets in the Goals card:

  1. Click a Goal to open the Goal details.

  2. View the details of the Goal.

  3. Make any edits you need.

Edit a Goals card

Hover over a card to:

  • Edit quick settings, including card filters.
  • Click the settings cog to edit card settings.

Goals card settings

Choose the data and appearance of your Goals card.

The following table describes the available card settings:

Setting group Setting Description
Data Source Select Goals Select one or more Goal or Goal Folder to include in the card.
Data Owner

Select All Owners to show goals assigned to anyone.

Or pick one or more people to show goals assigned to specific people.
Sort by

Display Goals in the selected order.

Options include:

  • Name
  • Updated
  • Due Date
  • Start Date
  • Progress
Filters Show closed

Include closed tasks in your data.
Show archived

Include archived tasks.

 

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