Setting and assigning goals in Teamflect is a straightforward process that ensures clarity and alignment for teams and individuals. This guide walks you through the steps to assign a goal effectively, leveraging Teamflect’s flexible and customizable goal management features.
Step 1: Navigate to the Goals Module
Log in to your Teamflect account.
From the dashboard, go to the "Goals" module.
Step 2: Click on "New Goal"
Locate the "New Goal" button, typically found at the top of the page, and click it to start creating a goal.
Step 3: Give the Goal a Title
Enter a clear and concise title for the goal that reflects its purpose.
Step 4: Add a Description
Provide a detailed description to elaborate on the goal’s purpose, objectives, and any additional details.
Optionally, use Teamflect’s AI-powered suggestion tool to generate a description for the goal.
Step 5: Select the Goal Type
Choose a goal type from the dropdown menu.
Note: Goal types can be customized by admins to fit your organization's specific needs (e.g., strategic, personal, team, and department goals).
Step 6: Select Goal Owner(s)
Assign the goal to one or more individuals.
You can choose multiple owners if the goal is shared among a team.
Step 7: Select the Progress Type
Determine how the goal’s progress will be measured by selecting one of the following options:
Percentage: Track progress as a percentage completed.
Value: Set a numeric target (e.g., sales figures).
Currency: Use monetary values to measure progress.
Completed/Not Completed: Indicate whether the goal is fully achieved or not.
Roll Up from Subgoals: Automatically calculate progress based on the status of subgoals.
Roll Up from Task Progress: Automatically calculate progress based on associated task completion.
Note: Your admins can enable all or a selection of these progress types based on your organization’s preferences.
Step 8: Set the Goal’s Start and End Date
Define the timeframe for the goal:
Full Year: For annual goals.
Quarter: For quarterly objectives.
Custom Dates: Choose specific start and end dates.
Note: Goal periods can be customized by Teamflect admins, so you may not always see the aforementioned options.
Step 9: Select a Parent Goal (If Applicable)
If this goal contributes to a larger objective, link it to a parent goal.
This helps create a hierarchy of goals for better alignment and tracking.
Step 10: Select Labels (If Needed)
Add labels or tags to categorize the goal, making it easier to filter and track in the future.
Note: Labels are customized by Teamflect Admins.
Step 11: Set Privacy Settings
Decide whether the goal will be Public or Private:
Public Goals: Visible to everyone in the organization.
Private Goals: Restricted visibility to:
The goal owner.
The goal creator.
The owner’s managers.
Teamflect admins.
Private Department Goals: Visible to the people in the same department if assigned to a department or team.
Step 12: Save and Assign
After filling in all the details, click "Create" to finalize the goal assignment.
The assigned owners will receive notifications about the new goal.
Best Practices for Assigning Goals
Align Goals with Organizational Objectives: Ensure the goal contributes to broader company or team priorities.
Use Clear Descriptions: Provide enough context to avoid confusion and drive focused efforts.
Track Progress Regularly: Use Teamflect’s goal tracking features to monitor progress and make adjustments as needed.