Goals (in Workplace)
Define objectives for the entire organization.
Goals at the Workplace level
Goals are key elements of work management in Timebook. They refer to specific and measurable objectives that Team members aim to achieve. Goals serve as guiding targets, adding direction and purpose to projects.
And the [Goals] section at the Workplace level is where you can create and manage all objectives for your entire organization.
This tab presents all the Goals across your organization. But you can also focus on Goals belonging to a specific Team. For more information, see Goals (in Teams)
We also have an article that explains the actual Goal concept in general and how to apply it in Timebook. For more information, see Goal
Goals section features
The [Goals] section at the Workplace level is divided into two main tabs:
Use the [Workplace] tab to manage broader objectives that align with the overall organization strategy. Workplace Goals may involve changing your company's culture or planning high-level business outcomes.
Use the [Team] tab to manage objectives that a specific group within your organization tries to achieve together. Team Goals are usually aligned with specific responsibilities and are meant to help the team collaborate better. Team Goals can cascade from Workplace Goals, but they do not necessarily have to.
Regardless of which tab you work in, there are several features you can use when working with Goal-related data. In the [Goals] section at the Workplace level, you can do the following:
Create a new Goal or view and edit details of the existing ones.
Use layouts to change the presentation of the data.
Use filters to decide how much data you want to see.
Use different grouping options to organize the data.
Save custom views for later use.
We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one. For more information, see Layouts & views
Create a Goal
You can create Goals in this tab and reuse them across your Workplace.
To create a Goal:
Press the [+] button at the top of the list of Goals.
Give your new Goal a meaningful name.
Use the selector above the Goal's name to either:
Assign this Goal to your Timebook Workplace (highest-level Goals).
Assing this Goal to a specific Team in your Workplace (lower-level Goals).
Open the newly created Goal to start editing its details. Available options are almost identical to those in Work Items. For more information on available options, see Work Item
After you create a Goal, you can use its [Linked items] section to connect it to other existing Timebook items.
This way, you can easily align your organization's objectives with the actual work to be done.
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