Goals (in Teams)
View and manage all Team Goals in one place.
Goals at the Team level
Goals are key elements of work management in Timebook. They refer to specific and measurable objectives that Team members aim to achieve. Goals serve as guiding targets, adding direction and purpose to projects.
And the [Goals] tab at the Team level is where you can create and manage all objectives related to your Team.
This tab presents all the Goals of a selected Team. But you can also create high-level Goals for your entire organization at the Workplace level. For more information, see Goals (in Workplace)
We also have an article that explains the actual Goal concept in general and how to apply it in Timebook. For more information, see Goal
Goals tab features
The primary function of this tab is to show you the overview of all Goals across your Team. We give you all Goal-related data, and you can do the following:
Create a new Goal or view details of the existing ones.
Use layouts to change the presentation of the data.
Use filters to decide how much data you want to see.
Use different grouping options to organize the data.
Save custom views for later 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
Create a Goal
You can create Goals in this tab and reuse them across your Team.
To create a Goal:
Press the [+] button at the top of the list of Goals.
Give your new Goal a meaningful name.
Open the newly created Goal to start editing its details. Available options are almost identical to those in Work Items. For more information on available options, see Work Item
After you create a Goal, you can use its [Linked items] section to connect it to other existing Timebook items.
This way, you can easily align Team objectives with the actual work to be done.
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