How to Align a Goal

You can align any goal that you own to any goal you have visibility into within your organization to visually signal that your goal relates to another goal.

Overview
How to Align an Open Goal
How to Align a Goal during Goal Creation

Overview

You can align any goal that you own to any other public goal in your organization or any restricted goal for which you are a contributor or team member. In other words, you can only align your goal to a restricted goal if you are either a contributor for that goal or a team member who belongs to that restricted team goal.  You will not have the option to align any of your goals to restricted goals for which you are a follower. 

Goal owners are the only users who can align their goals. Contributors, followers, and team members cannot align goals on behalf of the goal owner. 

How to Align an Open Goal

To align a goal that you have already created, click on the goal so that you land on the detailed view of the goal.  Then, click the edit (pen and paper) icon next to Aligned Goals: 

 

Next, click into drop down menu below that appears:

From this menu, select the goal you would like this goal to.

Or, click Search all goals... to search for a specific goal name. You will only be able to search for public goals or restricted goals for which you are either a contributor or team member. 


How to Align a Goal during Goal Creation

When you create a goal, you will have the option to align the goal that you are creating to any other goal that you have visibility into. 

Under the Goal Configurations heading, click the Alignment tab. 

From the dropdown menu that appears, select the goal to which you would like to align the goal you are currently creating.