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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 Interface

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Goals vs. Strategic Priorities

AspectGoalsStrategic Priorities
ScopeSpecific and measurableBroad focus areas
TimeframeQuarterly or project-basedAnnual 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

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Creating Goals

1

Open Strategy Settings

Navigate to the Strategy section in your workspace.
2

Select a Priority

Goals are created under a strategic priority.
3

Add Goal

Click + Add Goal within the priority.
4

Configure

Enter name, description, and set a color.
Add Goal

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Goal Properties

PropertyDescription
NameClear, actionable title
DescriptionDetails about the objective
Strategic PriorityParent priority this goal supports
ColorVisual identifier
Write goal names that are specific and measurable: “Increase retention by 15%” rather than “Improve retention”.

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Linking Items to Goals

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

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From Item Details

  1. Open an item’s detail panel
  2. Click the Goal dropdown
  3. Select a goal

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Bulk Linking

  1. Select multiple items
  2. Click Edit Selected
  3. Set the goal for all selected items
Link to Goal

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Viewing Goals

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Strategy View

The Strategy View provides a dedicated interface for managing goals:
Strategy View
  • View all priorities and their goals
  • See linked items for each goal
  • Track progress at a glance

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Timeline Grouping

Group the Timeline View by Goal:
  1. Click the Group by selector
  2. Choose Goal
  3. Items appear in goal-based swimlanes

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Tracking Progress

Monitor goal progress through:

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Item Completion

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

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Timeline Coverage

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

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Managing Goals

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Editing

  1. Open Strategy settings
  2. Click on a goal
  3. Update properties
  4. Save changes

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Moving Between Priorities

  1. Open the goal
  2. Change the Strategic Priority dropdown
  3. Goal moves to the new priority

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Archiving

When a goal is complete or no longer relevant:
  1. Open the goal
  2. Click Archive
  3. Goal is hidden but preserved for reference

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Best Practices

Goals should be measurable. Include metrics, percentages, or concrete outcomes.
Associate goals with a time period (Q1, H2 2024, etc.) for clear accountability.
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.