Goal
Reading time: 8 minutes
Last updated
Reading time: 8 minutes
Last updated
In short: Goals work at both the Workplace (organizational) and Team levels, ensuring alignment across all parts of your business. This article explains how to create, manage, and assign Goals, with details on how you can link them to other Timebook objects. You'll also learn how to use Key Results to track progress toward your Goals by breaking down objectives into actionable steps.
In Timebook, Goals are essential for guiding your efforts and helping you move from planning to execution. Whether you’re focusing on team milestones or company-wide targets, Goals provide the structure needed to stay on track and measure success.
Goals in Timebook are managed through dedicated modules at both the Team and Workplace levels. The Team-level module helps you organize and track objectives specific to a particular team, while the Workplace module provides a central view of all Goals—including targets for both individual teams and your entire organization. This dual structure ensures that every Goal remains visible, easily manageable, and linked to the work that drives your outcomes.
To manage Goals for your team as an Admin or Owner, you must first enable the [Goals] module and its features in your team’s settings. You can also customize the module’s behavior by creating custom statuses or increasing automatization by integrating with Git.
For more information, see Goal settings in Team
In Timebook, the strategic planning of Goals can be managed on different levels, depending on the scope. This allows you to manage everything from team milestones to organization-wide objectives.
Workplace level
It shows all Goals in your Workplace, regardless of whether they are assigned to specific Teams or the Workplace as a whole. Use this module to manage and track both team-specific and company-wide objectives.
Team level
Each Timebook Team has a dedicated module for managing Goals. This allows teams to plan, track, and coordinate their objectives independently.
By default, any Goal created in this module is assigned to the respective Team. This setup ensures that teams can focus on their own priorities while still being able to link their objectives to broader organizational outcomes.
As a CEO, you can use the [Goals] module at the Workplace level to drive the organization’s strategic vision by setting high-level objectives that align teams across the company.
As a Team Leader, the [Goals] module at the Team level helps you guide others towards shared objectives, ensuring that everyone is working in sync. You can align Team Goals with broader company objectives and connect them with the actual work.
All [Goals] modules hold all the objective-related data, which you can customize using various layouts, filters, and grouping options. Additionally, you can save these customized views as public for all members to access or keep them private for your personal use.
We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one.
For more information, see Layouts & views
You can create Goals in the following places in Timebook. Regardless of where you create a Goal, the process is nearly identical, and you can customize its assignment during creation:
In the dedicated module at the Workplace level, where Goals are assigned to the Workplace (entire organization) by default.
In the dedicated module at the Team level, where Goals are assigned to the respective Team by default.
When creating a Goal in either module, you can use the assignment selector on the Goal creation card to change its assignment.
This allows you to assign the Goal to the Workplace or to any Team that has the Goals module enabled.
To create a Goal:
Click the [+] button at the top of the list of Goals. The button placement may vary depending on your chosen data layout.
Give your new Goal a meaningful name. At this stage, you can also:
Change the scope by making it a Workplace or Team Goal.
Add a short description or define basic properties.
Add a Key Result to your Goal. See here for more information on Key Results.
Click [Create...] to save your changes.
Your new Goal is ready. Open its card to edit the details and explore all available options and properties.
When editing a Goal, explore sections and tabs on its card to easily access all management options. See below for more information.
In Timebook, each Goal has its own card that displays all the options and properties you can use to manage it. In different layouts, you can also use cards to move your Goals around. For instance, you can drag and drop a Goal card to:
Drag the Goal to another Team in the Board layout to reassign it.
Change the Goal’s position in the List layout.
After you open a Goal card, you can manage and navigate using the options in the top bar.
You can safely close a Goal card by clicking out of it. We will save all the changes you made to the Goal.
Key Results are the specific, measurable outcomes that help you track progress toward achieving your Goals. They break down broad objectives into tangible, actionable benchmarks, ensuring you can evaluate performance along the way.
In Timebook, Key Results go beyond providing metrics—they also serve as a bridge between Goals and other elements within the platform. This means a single Goal can have multiple Key Results, each associated with various Timebook objects. Using Key Results strategically, you can align high-level objectives with day-to-day work.
In the [Key Results] section of the Goal card, you can create Key Results and link them to related objects. There is also an overview of these linked objects so you can easily interact with them.
You can link the following objects to a Key Result:
Each Key Result includes a progress tracker to help you monitor achievements toward your target. The tracker is updated based on the [Current value] you enter, providing a clear visual representation of progress against the set target. To update, simply click on the tracker, input the latest value, and select [Update]. This ensures everyone stays aligned on progress and can quickly identify whether they’re on track to meet the related Goal.
Key Results in Timebook also includes the risk assessment indicator, allowing you to label them as [No risk], [At risk], or [High risk] for quick status updates.
When you look at the left side of a Goal card, you’ll notice several sections. Each section has a specific purpose: to help you describe your objectives, add metrics, or add supporting resources.
Here’s an overview of the sections of a Goal card and their purpose:
The sections presented above are not exclusive to Goal cards.
Cards of other object types in Timebook, such as Work Items or Tickets, have nearly identical designs.
When you look at the right side of a Goal card, you’ll notice several tabs. They allow you to further define your Goal, provide an update, and track changes over time.
Here’s an overview of the Goal card tabs and their purpose:
Properties
You can use multiple fields in this tab to fine-tune, categorize, or time-box your Goal. You can start by changing the due date or Team assignment, but there are more properties to handle more complex cases.
Comments
This tab allows Workplace members to communicate, share updates, and collaborate directly within the Goal. They can ask questions, provide updates, or offer feedback, making it a central hub for goal-related communication. You can mention others using the @ symbol and notify specific people directly.
Activity
This tab tracks all actions and changes made to a Goal, providing a detailed history of events. It displays them in chronological order, showing when changes were made and by whom. The information in this tab is generated automatically, usually including name changes, reassignments, and comments.
We put all the tabs in a drawer, so you can hide them by clicking the [Collapse/Expand] button at the top of your Goal card.
This module helps you focus on the big picture by managing high-level strategy for your entire Timebook . You can open the module directly from the Navigator on the left.
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