Getting Started With Goals 2.1

Overview of Goals

Goal setting begins with identifying a new objective that an individual, a team, or an organization wants to achieve. An action plan is laid out to turn the vision for the goal into a reality. Engagedly's Goals help users lay out the action plan to manage and achieve their goals easily.

Goals provide a flexible goal-tracking system that helps drive measurable results by providing a single source of truth for setting and tracking goals where your teams execute work. Goals help everyone at your organization understand why their work matters and what they should work towards.

Goals can be created as parent or sub-goals to create a goal hierarchy, and they can be aligned to the top-level goals to drive the overall progress of the organizational goal. Goals can also be assigned to other users to take ownership and responsibility for achieving a goal.


  1. My Goals: My Goals have all the goals related to you, including drafts, goals you own, goals you have assigned to others, and goals you follow.
  2. Assigned by me: Goals you have assigned to others.
  3. Drafts: Goals you have saved but not published.
  4. Followed/Discussed by me: Goals you follow/Goals you discuss.
  5. Goals Directory: All the published goals in the organization. The goals in the goals directory are limited to their set visibility.
  6. Goal Period: The duration between the goal start date and end date. 
  7. Measurement Type: Measure goals based on the percentage, quantity, and checkbox.
    • Percentage type allows you to measure a goal's progress based on the percentage (0 to 100); when a goal reaches 100 percent, it is marked as achieved.
    • Quantity type allows you to select a unit type, start value, and target(end) value to hit the goal.
    • Checkbox type allows you to mark the goal as completed once it's achieved.
  8. Milestones: Milestones are the sub-goals added to a parent goal to divide it into smaller individual goals. 
  9. Owned by me: Goals created by you.
  10. Business Unit Goals: Goals created for Business Units.
  11. Department Goals: Goals created for Departments.
  12. Organization Goals: Goals created for the Organization.
  13. Top-Level Goals: Top-level goals include business unit, department, and Organizational goals.
  14. Visibility: Users who can view a goal. By default, your entire reporting hierarchy can view a goal created by you. You may add or remove others from the list except for the reporting hierarchy.
  15. Contributing Vs. Aligned: Contributing goals are the sub-goals that contribute to global goals. Aligned goals enable you to align your goal with the organization's goals. Goal alignment allows a goal to work in a streamlined direction to achieve top-level goals.