---
title: Create a Goal
description: Employees, Managers, and Admins in the organization can create a Goal.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en)
3. [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2)

# Create a Goal

Employees, Managers, and Admins in the organization can create a Goal.

As an employee, you can create individual Goals and also assign them to other employees in the organization.

Engagedly offers you predefined goal templates curated by industry experts, which are available in the Goals library.

Admins can also create customizable templates based on the organization's requirements.

You can [use a template](https://help.engagedly.com/create-a-goal-1#add-template) from either the Goals library, [ask Marissa AI](https://help.engagedly.com/create-a-goal-1#ask-marissa), or [create](https://help.engagedly.com/create-a-goal-1#create-goal) one that suits your requirements.

Navigate to **Home \> Goals \> My Goals**.

### **Use template**

You can use a template to add goals.

1. Click **Add Goal** at the top right.
2. Click **Suggest Goals**, select **Use a Template**, and click **Add**.

![Create a goal1](https://help.engagedly.com/hs-fs/hubfs/Create%20a%20goal1.jpg?width=688&height=273&name=Create%20a%20goal1.jpg)

After adding goals, you can edit them if required and [follow the below steps](https://help.engagedly.com/create-a-goal-1#follow-steps).

### **Ask Marissa AI**

Marissa AI can suggest a goal with key results based on the goal title you provide.

1. Click **Add Goal** at the top right.
2. Click **Suggest Goals**, select **Ask Marissa**, type the goal title, and click **Generate**.

![Create a goal2](https://help.engagedly.com/hs-fs/hubfs/Create%20a%20goal2.jpg?width=688&height=278&name=Create%20a%20goal2.jpg)

  3.   Click **Add** at the bottom right.

After adding goals, you can edit them if required and [follow the below steps](https://help.engagedly.com/create-a-goal-1#follow-steps).

### **Create goal**

You can create goal as per tailored to your organization's needs.

1. Click **Add Goal** at the top right.

  2.   Type the Goal title in the *Start typing your Goal* field and Key Results title in the *Add a Key Result* field.

***Note:*** *You can skip adding Key Result if it is not required for the Goal.*

  3.   Click **Add Notes** to add any notes related to the Goal, if required.

  4.   In the *Assigned to* section*,* click the drop-down, search, and select the employee you                  want to assign the Goal.

***Note:*** *By default, your name is assigned as the Goal owner.* 

  5.   In the *Goal Type* section*,* click the drop-down and select a Top Level Goal.

***Note:*** *Only admins can change the Goal Type to create a Top Level Goal.*

  6.   In the *Goal Period* section, click the drop-down, select Custom to set the Goal start and end date, or select a predefined Goal period created by admins.

***Note:*** *Employees can select custom only if the admin has enabled the feature.*

  7.   In the *Measurement Type* section, click the drop-down and select types like Percentage, Quantity, or Milestone as required. If you select,

- **Percentage:** You measure progress from 0% to 100%, and when it is 100%, it is marked as achieved.
- **Quantity:** You select a unit type and set start and end values to achieve the Goal.
- **Milestone:** You mark the Goal as completed once it is achieved.

***Note:*** *If the parent goal has Percentage as its measurement type, you can add weights to its key results. However, if the parent goal has Quantity or Milestone as its measurement type, the manage weights feature is not available.*

![Add goal2](https://help.engagedly.com/hs-fs/hubfs/Add%20goal2.png?width=688&height=286&name=Add%20goal2.png)  8.   In the *Categories* section, click the drop-down and select the Goal categories.

  9.   In the *Visibility* section, click **Add** to add a specific Department and Business Unit for the Goal if required.

***Note:*** *If employees are permitted to manage their goal visibility, their preferences override the admin settings.*

  10.   In the *Align to a Parent Goal* section, click **Select a Parent Goal**, and select a Goal to align with the individual Goal. You can align Goals with any individual or Top Level Goals in the organization only if the admin enables the feature.

***Note:***Aligned goals follow the visibility settings of their parent Goal. For example,

- If the visibility of the parent Goal is set to *Everyone*, then the aligned Goal will also be visible to all employees in the organization.
- If the parent Goal's visibility is restricted to specific departments or business units, the aligned Goal will only be visible to members of those respective departments or business units.

  11.   In the *Attachments* section, click **Add Attachment** to add any file, if required.

  12.   In the *Notify Assignee* section, click the drop-down and select the time interval to send a reminder notification to the Goal owner.

  13.   In the *Discuss with or add a comment* section, type @ to mention the employee’s name to discuss the Goal, and click **Submit**.

  14.   Select the Key Result, fill the necessary [details](https://help.engagedly.com/create-a-goal-1#s), and click **Publish**.

![Add goal3](https://help.engagedly.com/hs-fs/hubfs/Add%20goal3.png?width=688&height=332&name=Add%20goal3.png)

### **Add Key Results to a Goal**

A Key Result measures the progress to keep track of a particular Goal. It provides a clear and measurable target for a Goal. You can assign each Key Result to different employees to promote teamwork.

***Note:*** *A Goal can have multiple Key Results, and it can be assigned to other employees in the organization.*

Navigate to **Home \> Goals \> My Goals \> Owned by Me**.

    1.    Select the Goal and click the **Add ![input field](https://help.engagedly.com/hs-fs/hubfs/input%20field.png?width=20&height=20&name=input%20field.png) Icon**.

![key result employee](https://help.engagedly.com/hs-fs/hubfs/key%20result%20employee.png?width=688&height=130&name=key%20result%20employee.png)

  2.   Type the Key Result title and click **Add Notes** to add notes, if required.

  3.   In the *Assigned to* section*,* click the drop-down, search, and select the employee you want to assign the Goal if required. By default, you can view your name as the Key Result owner.

***Note:*** *If the visibility is set to a department or business unit, as a Key Result owner from another department or business unit, you can only view your Key Result and the Goal title.*

  4.   Set the Key Result start and end dates.

  5.   In the *Measurement Type* section, click the drop-down and select types like                                      Percentage, Quantity, or Milestone as required. If you select,

- **Percentage:** You measure progress from 0% to 100%, and when it is 100%, it is marked as achieved.
- **Quantity:** You select a unit type and set start and end values to achieve the Goal.
- **Milestone:** You mark the Goal as completed once it is achieved.

  6.   Click **Add Attachment** to add any file, if required, and click **Save**.

![key result employee1](https://help.engagedly.com/hs-fs/hubfs/key%20result%20employee1.png?width=688&height=292&name=key%20result%20employee1.png)

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