Add a goal to your Execution Scope
Add an OKR, KPI, or Milestone to your Execution Scope to anchor the Living Execution Plan to the outcomes your team is accountable for.
Before you start
You need access to an Execution Scope. If you haven't created one yet, see Create an Execution Scope.
Not sure which goal type to use? See Goals and commitments for a comparison of OKR, KPI, and Milestone.
Open the Add Goal modal
Select your Execution Scope — click Managing in the left nav and select your scope.
Click Goals in the left nav under your scope name.
Click the + button to open the Add Goal modal.
The modal shows three goal types: OKR, KPI, and Milestone. Select the one that matches your goal.
Add an OKR
Use an OKR when you want to define an ambitious objective and track progress through measurable key results.
1. Fill in the objective
In the What do you want to achieve? field, write the objective — the outcome you're aiming for. In the Why is this important? field, add context for the team (optional but recommended).
2. Set the owner and target date
Select an Owner and pick a Target Date. These are required — a goal without ownership tends to drift.
3. Add at least one Key Result
Click Add Key Result + and fill in:
Title — a measurable result that indicates progress toward the objective
Unit — the measurement unit (%, $ US Dollar, p.p., or a custom unit)
Start Value and Target Value — the range you're tracking
You can add multiple Key Results. Each one tracks separately.
4. Create the goal
Click Confirm and create. The goal opens in a detail view. The default state is Draft — update it to Green, Amber, or Red once the goal is active to reflect its current health. See Update goal progress for a full description of each state.
Add a KPI
Use a KPI when you want to track a metric continuously against a target value.
1. Fill in the KPI name and description
In the KPI name field, write a clear metric name (for example, "Monthly Recurring Revenue" or "Cart recovery revenue"). Add a description to explain what the metric measures.
2. Set the unit, current value, and target
Select a Unit from the dropdown — the default is $ US Dollar, so change it if your metric uses a different unit. Set the Current Value (your baseline today) and Target Value (what you're aiming for).
3. Set the owner and target date, then create
Select an Owner and Target Date, then click Confirm and create. The KPI goal opens in a detail view where you can update progress over time.
Add a Milestone
Use a Milestone for a qualitative achievement — a deliverable, a launch, or a key event that marks significant progress.
1. Fill in the milestone title
Write the milestone in the title field. Be specific: "Full rollout of single-page checkout" is better than "Ship checkout".
2. Set the owner, target date, and description
Select an Owner and Target Date. Add a description if context would help the team.
3. Create and add action items
Click Confirm and create. The milestone opens in a detail view. Use the Action Plan section to add smaller tasks that track progress toward the milestone — each action item has a title, status, owner, and due date.
What's next
After adding goals, your Goals list shows all three types together with their current state and progress.
Goals and commitments — when to use each type and how many to have