How to Create Goals

To get started, click the Create Goal button in the top right corner of your Goals page. 


This will take you to the goal creation page:

Goal Creation page white out


On this left side of the page, enter the following information about your goal: 

  • Goal Name: Give your goal a name that clearly communicates what you want to achieve. The Goal Name will be the primary identifier for your goal throughout the app. 
  • Key Results: Add text to describe each Key Result, or metric that you'll use to track your success on this goal. To the right of each Key Result, click Target to set a starting value and target value for that key result. You can choose to track your Key Results as a number, as a percentage, in dollars, or as a binary Complete/Incomplete.

Goal Configurations

On the right side of the page under Goal Configurations, make the following decisions about your goal:

Goal Type:
Personal Goal blurry
The default goal type will be a Personal Goal, or a goal for an individual that is tied to job performance or your ultimate success in a role. You can also create Development Goals to denote areas you would like to grow in over time (typically this is something that isn't related to your daily job responsibilities.) If you're a manager, you can create Team Goals. If you're an Administrator, you can create Organizational Goals.

Tip for Managers: If you want a Team Goal to appear on your team members' Goals Home page, you will need to add your team (or department) to the Team Goal.
Or, add anyone who should have this goal on their Goals Home page as contributors or observers via the Goal Users tab. 

Goals Users: 
On the next tab, you will designate who the Goal Owner is and add any Contributors if needed. By default, you will be added as the goal owner if you are creating the goal, but if you are creating the goal on behalf of someone else you can remove your name and type in your colleague's name here. Contributors can update the goal and receive notifications when the goal is created or closed. 
Due Date: 
On the third tab, you have the option to select a due date for your goal. Or, leave this field blank if you do not want to specify a due date for this goal. 
Slide 27 due date

Goal Privacy: On the fourth tab, decide whether the goal should be Public or Private. Public goals will be visible by anyone at your organization, while private goals will only be visible to your upline and to Administrators of Quantum Workplace. 

Goal Alignment: 

You can choose to align your goal with larger goals (typically, you would align a personal goal with a team or organizational goal). Aligning your goal does not officially link the goals in any way, it simply indicates to other users that the goals are related. 
Goal Alignment blurry

Create and Launch

Once you've configured your goal, you have the option to either save your goal as a draft or publish it.

If you're ready for your goal to be visible to others at your organization, click Create and Launch. Your new goal will not get posted to the Home Page, but you will have the option to post subsequent updates to the Home Page. 
Slide 26

If you'd rather save your goal as a draft to return to later, click Create Draft. 

See Also: How to Update a Goal