Promote accountability and highlight dependencies by aligning milestones with team and personal goals, assigning clear goal owners, due dates, and goal statuses.

This article covers:

  • How to link your business goal to a team goal
  • How to link your team goal to an organization goal 
  • How to assign a team milestone to an individual
  • How to assign an organization milestone to a team 

1.a) Linking your individual business goal to a team goal

When you're creating a business goal, you have the option to choose to link it to a team goal. 

Note: You cannot link an already created business goal to a team goal. It's also not possible to link a personal development goal to a team goal.

1.b) Link your team goal to an organization goal

When you're creating a new team goal, you have the option to choose to link it to an organization goal.     

Note: You cannot link an already created team goal to an organization goal. 

2.a) Assigning a team milestone to an individual. 

When you're part of a team, you can assign a team milestone to yourself or your team members and manager can do so for you. This applies for new team goals or team goals that have already been created. Assigning milestones to an individual will automatically create a new individual business goal for that team member. The assignee will receive an email notification that they have been assigned a milestone. 

Note: It's not possible to add an existing individual business goal as a milestone to a team goal.

Tip: Every manager in the organization can create and edit a team goal (including assigning milestones).  All the team members can create a goal for their team.

2.b) Assigning an organization milestone to a team

When you're creating an organization goal, you can assign its milestones to different teams. Doing so will automatically create a new team goal for that team. Inside this team goal, the team can create milestones and assign these to different team members. 

Note:  Only admins can assign an organization milestone to a team.


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