- Help Center
- Goals and OKRs
- All User Resources (Indigo: V3)
Align an individual goal
Goal alignment involves linking individual goals to a top-level goal, allowing progress at the individual level to influence the overall objective.
It ensures all efforts contribute to broader organizational objectives, improves tracking, increases accountability, and enhances cross-functional collaboration.
Goal creators, assigners, and owners can align individual goals. Admins have additional permissions to align top-level goals and manage their alignment.
📒Note: You can align only goals, not key results.
You can align goals when they contribute to a strategic objective or top-level goal or reflect team efforts.
💡Tips:
- To align a key result, first convert it into a goal.
- Only aligned goals contribute to top-level goal progress.
- Remove alignment when the goal no longer impacts the parent goal.
Navigate to Apps > Goals.
Perform the following actions based on your role and the goal you prefer to align:
Role |
Navigation |
Goal owner (Individual goal) |
|
Goal assigner (Individual goal) |
|
Admin (Top-level goal) |
|
Admin (Individual goal) |
|
Manager (Direct report’s goal) |
|
2. Click a goal to open the Goal Details page.
The goal card appears on the left, and selected goal details display on the right.
Task |
Steps |
Align a goal |
3. On the right, click Align, go to the desired tab, hover over the goal, and click Align. |
Remove alignment |
3. Click the Overflow |
📒Note: The Remove Alignment option is available only if the goal is aligned.