Goal settings

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To access this section:

1. Find your Team in the [Team spaces] section of the Navigator.

2. Click the [Team settings] icon next to your Team’s name.

3. Open the [Goals] section.

Configuring Goal experience

The [Goals] section in the [Team settings] module helps you configure various aspects of Goals. You can enable and define custom statuses for them or turn on automation features to make your Timebook experience smoother.

There are two tabs in the [Goals] section, each dedicated to a different aspect of Goal management at the Team level. See the sections below for specific information on settings available in particular tabs.

Tabs available in the [Goals] section of [Team settings].

Only the Team Owner and Admins can access the options in the [Goals] section.

Statuses tab

This tab helps you manage your Goals’ [Status] field. You can create custom statuses for specific stages of Goal progression.

Unlike predefined statuses, such as “To do,” “In progress,” and “Done,” custom statuses are user-defined, and you can align them more closely with your project’s unique workflow.

This is how you can manage Goal statuses in this tab:

Create and manage Goal statuses in the dedicated section of Team settings.

• Click anywhere on the status tile to change its name.

• You can have multiple statuses for each progress stage, for example, two different “To do” statuses, four “In progress” statuses, and two “Done” statuses. But you must have at least one status in each of these stages.

• You can create as many as eight “In progress” statuses. They should represent different stages in your workflow, like “Design,” “Review,” or “Testing.” You can also rename any of them.

• Optionally, you can use the “Draft” and “Canceled” stages and have multiple statuses there, too.

• You can drag and drop statuses within one stage to change their order. You can also use the [Trash bin] icon on the right side of a status tile to remove it from the list.

Automation tab

Use this tab to enable automated processes in your Team. This feature reduces manual effort and allows you to focus more on the actual work.

The [Automation] tab helps you manage the integration between your Goals and Git code repositories. In short, the statuses of your Goals in Timebook can change automatically after certain events in Git. And this tab is where you can define these relationships.

To use the Git automation features, the integration between Git and Timebook must first be configured for your Workplace.

For more information, see Workplace integrations

To turn on Goal automation in your Team:

Enable and manage Goal automation in the dedicated section of Team settings.

1. In the Navigator, select a Team and click the [Team settings] icon next to it.

2. Select the [Goals] section and then the [Automation] tab.

3. Click [Turn on automation]. You can now configure the automation of Goals in this Team.

Once you enable automation, you can define how Timebook Goals should react to changes in Git. Use the dropdowns to select different statuses for different scenarios. For example, you can decide that a Goal should change its status to “Done” whenever a related Git pull request is merged.

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