Goals

Overview

Goals are specific, measurable objectives that help you track progress toward your strategic priorities. They provide a way to define success and measure how well your roadmap execution aligns with strategy.

Goals vs. Strategic Priorities

Aspect	Goals	Strategic Priorities
Scope	Specific and measurable	Broad focus areas
Timeframe	Quarterly or project-based	Annual or multi-year
Example	”Increase retention 15% in Q1"	"Retention”

Goals sit under strategic priorities:

Strategic Priority: Growth
├── Goal: Increase MAU by 25% in Q1
├── Goal: Expand to European market
└── Goal: Launch referral program

Strategic Priority: Platform
├── Goal: Reduce page load time to <2s
└── Goal: Achieve 99.9% uptime

Creating Goals

Open Strategy Settings

Navigate to the Strategy section in your workspace.

Select a Priority

Goals are created under a strategic priority.

Add Goal

Click + Add Goal within the priority.

Configure

Enter name, description, and set a color.

Goal Properties

Property	Description
Name	Clear, actionable title
Description	Details about the objective
Strategic Priority	Parent priority this goal supports
Color	Visual identifier

Write goal names that are specific and measurable: “Increase retention by 15%” rather than “Improve retention”.

Linking Items to Goals

Connect roadmap items to show what work contributes to each goal:

From Item Details

Open an item’s detail panel
Click the Goal dropdown
Select a goal

Bulk Linking

Select multiple items
Click Edit Selected
Set the goal for all selected items

Viewing Goals

Strategy View

The Strategy View provides a dedicated interface for managing goals:

View all priorities and their goals
See linked items for each goal
Track progress at a glance

Timeline Grouping

Group the Timeline View by Goal:

Click the Group by selector
Choose Goal
Items appear in goal-based swimlanes

Tracking Progress

Monitor goal progress through:

Item Completion

View how many linked items are completed
See percentage of work done

Timeline Coverage

Visualize when goal-related work is scheduled
Identify gaps or overloaded periods

Managing Goals

Editing

Open Strategy settings
Click on a goal
Update properties
Save changes

Moving Between Priorities

Open the goal
Change the Strategic Priority dropdown
Goal moves to the new priority

Archiving

When a goal is complete or no longer relevant:

Open the goal
Click Archive
Goal is hidden but preserved for reference

Best Practices

Be Specific

Goals should be measurable. Include metrics, percentages, or concrete outcomes.

Time-Bound

Associate goals with a time period (Q1, H2 2024, etc.) for clear accountability.

Link to Initiatives

Every goal should have at least one initiative or epic linked to it.

Regular Review

Review goal progress in planning sessions and adjust roadmap as needed.

Strategic Priorities

Learn about the priority structure.

Creating Items

Add items and link them to goals.

Views

Managing Items

Organization

Filters & Views

Export & Share

Overview

Goals vs. Strategic Priorities

Creating Goals

Goal Properties