Goals and Portfolios
Connect daily work to outcomes, and see all your projects in one table
A goal has an owner, a time period and targets: a number, an amount of money, yes or no, a set of tasks, or a project or list. Progress follows by itself where it can. Portfolios put projects side by side with status, lead, progress, dates, priority and your own fields, so you can see what needs attention.
Goals with an owner, a period, progress and a status.
What is goals and portfolios?
A goal says what you want to achieve and how you will know. A portfolio shows how a set of projects is doing. Together they answer the question that task lists cannot: are we getting where we want to go?
How to set a goal
From an outcome to its first update.
- 1
Create the goal
Open Goals, name the outcome, choose the owner, the place and the time period.
- 2
Add targets
Add a number, money, yes or no, tasks, or a project. Those that follow work update on their own.
- 3
Post updates
Say how it is going. Followers see it, and a reminder can ask for it on a set day.
See goals and portfolios in action
Who uses goals and portfolios?
Quarterly goals
Each team sets its goals for the quarter, with sub-goals under the company's, and progress comes from real work.
A client overview
An agency keeps its client projects in one portfolio and sees who is at risk at a glance.
Capabilities at a glance
- Targets that follow tasks, projects and numbers
- Sub-goals, owners and time periods
- Status updates, reminders and history
- One table of projects with your own fields
Frequently asked questions
How many goals and portfolios can I have?
Does progress update by itself?
Can I add my own columns to a portfolio?
Related features
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