The Goals module in Teamflect allows you to create, manage, and track your individual and shared goals. You can define what you want to achieve, set a timeframe, measure your progress, and align your goals with broader organizational objectives.
Follow the steps below to create a new goal in Teamflect.
Step 1: Navigate to the Goals Module
Open Teamflect in Microsoft Teams or your web browser.
Select Goals from the left-hand menu.
Navigate to the My Goals tab to view and manage your individual goals.
Step 2: Create a New Goal
Click New Goal at the top of the page.
Enter a title for your goal.
Add a description explaining what you want to achieve and how success will be measured.
đTip: Make your goal specific and measurable so you can easily track your progress.
Step 3: Configure Your Goal
Depending on your organization's settings, you may be able to configure the following fields:
Goal Type: Select the appropriate goal type, such as an individual, team, department, or company goal.
Goal Owner: Select the person or people responsible for achieving the goal.
Progress Type: Choose how you want to measure progress, such as percentage, numeric value, currency, or completion status.
Start/End Date: Set the goal's start and end dates to define its timeframe.
Parent Goal: Link your goal to a larger objective if it contributes to an existing goal.
Labels: Add relevant labels to help categorize and organize your goals.
Related Group: Associate the goal with a relevant Microsoft Teams or custom group to help organize and track goals within a team or department.
Privacy: Choose whether your goal should be public or private, depending on the available options and your organization's settings.
đ¨ Some fields may be required or restricted based on your organization's configuration.
Step 4: Set Your Goal's Measurement and Target
If your selected progress type requires a target, enter the value you want to achieve.
For example:
Goal: Increase customer satisfaction
Progress Type: Percentage
Initial: 0%
Target: 95%
If you're using a numeric or currency-based measurement, enter the corresponding target value.
Step 5: Create Your Goal
Review the information you've entered.
Click Create Goal to save your goal.
Your goal will now appear in the Goals module, where you can view its details and track your progress.
đNote: If your organization has a goal approval workflow enabled, your goal may need to be approved before it becomes active.
Frequently Asked Questions
Can I create a goal for someone else?
Depending on your organization's permissions, managers and other authorized users may be able to create or assign goals to other employees.
Can I edit my goal after creating it?
Yes, if you have the necessary edit permissions. You can open your goal and update its details or progress.
Why can't I see the option to create a goal?
The ability to create goals may depend on your organization's settings and permissions. If you cannot see the New Goal button, contact your Teamflect administrator.
Can I create a goal that contributes to a larger company or team goal?
Yes. You can link your goal to a parent goal, if the feature is available, to show how your work contributes to a broader objective.
Best Practices for Creating Goals
Keep your goals specific and measurable.
Set realistic deadlines.
Align your goals with your team's or organization's priorities.
Break larger goals into smaller subgoals when needed.
Update your progress regularly to keep your goals accurate and up to date.
Use Cases:
Track Individual Performance: Set measurable objectives to improve performance or achieve personal targets.
Align Team Priorities: Create goals that contribute to shared team objectives.
Support Company Objectives: Connect individual and departmental goals to broader organizational priorities.
Monitor Projects: Track progress toward project milestones and deliverables.
Encourage Professional Development: Set goals to develop new skills or improve competencies.