How to create an Objective in the Goals App?
You can create an Objective via the Objectives tab.
All you have to do is to click + New Objective
- enter your Objective name
- enter its description
- invite teammates
- choose if you want to use Sprints or not
- press + Create Objective Button
How can I manage my Objectives in the Goals App?
The Goals App provides a possibility to work on your Objectives via the following tabs:
Key Results: here you can divide your Objectives into Key Results and create its mind map.
Tasks: Create Tasks to Specific Key Results
Kanban: it visualizes the progress of your current sprint if you’ve created a target with Sprints. In case you’ve decided to work without Sprints, all your tasks will be displayed on the Kanban board. Move your tasks across the relevant columns of the board, maximize efficiency, and get everything done.
Roadmap: prioritize, schedule, track progress and organize your Objectives into easily manageable units
Reports: here you’ll find tables, charts, etc. that will help you monitor and analyze the status of your Objective
What is the maximum number of Objectives I can manage?
Business and Enterprise plans allow you to work on unlimited number of Objectives.
A limitation applies to the Free version, where you can manage 1 Objective only.
I want to collaborate with others. Do I need to create a team?
Yes, you need to invite users to your team and add them to the relevant targets to work on them together.
How to invite members to my Team?
On the home screen of the Goals App, navigate to the Team section.
Click New Team Member, choose their role (Admin, Manager, or Employee), enter the user email, and press Invite.
How to add members to my Objective?
You can add team members via the Invite members field while creating an Objective.
In case you’ve skipped this field, you can open the relevant Objective and click the button next to your name in the top right corner.
On the Team window that pops up, click Add from Global Team and select the necessary team members or press Invite new member.
Note: If you haven’t invited any users to your team, you won’t see the Add from Global Team button. In this case, invite users to your team first.
How can I extend my Team?
Can all team members create and edit Objectives, Key Results and Tasks?
This depends on the team member’s role: Admin, Manager, or Employee. The role determines user’s permissions within the app. Only Admins and Managers are allowed to create, edit, complete, and delete Objectives, Key Results. As per tasks, there is no such restriction – any user can manage tasks.
Feature Coming soon: The Goals team is currently working on the Custom Role feature that will allow you to create personalized roles for your teammates and assign the needed permissions for them.
Can I assign an Objective, Key Result or a Task to multiple users?
Of course! Objectives, Key Results, Tasks in the Goals App can be assigned to several users from your team. For this, just check the boxes in front of the required number of team members when assigning an Objective, Key Result, Task
How to set Objective Key Results?
When you open your Objective, you get to the Key Results tab. There you’ll find the mind map maker tool for crafting the mind map of your Objective Key Results. In the centre of the mind map, there will always be your Objective.
Click the + button to add a new Key Result.
Alternatively, click the + button next to your name in the toolbar, choose the option Create Key Result.
A Key Result in the Goals App has the following properties:
- Assigned users
- Finish date
What is the Tasks tab?
In the Goals App, any activities you do within your Objective should be aimed at achieving specific goals. This principle determines how the Tasks tab looks like.
On the left, you can find Key Results Navigator, with the list of your Objective Key Results . Choosing the necessary Key Result, you’ll see the list of tasks attached to it on the right.
There are 4 sections:
- Backlog: any new task you create is automatically added to the backlog. It contains the list of tasks that are yet to be done as well as lets you create new tasks. For this, just click the Add Task button.
- Active: all tasks that are in progress now.
- Completed: all completed tasks appear here.
- Archived: here you’ll see tasks that are currently in the archive.
If you use sprints option, you will see Sprints section.
- Sprints: here you’ll see tasks scheduled for the current sprint if you’ve created a target with Sprints.
How can I add a Task?
Navigate to the Tasks tab, choose the necessary Key Result from the Goals Navigator, and press the Add Task button next to Backlog.
Alternatively, you can add a new task at any point of time. Click the + button in the toolbar, select the option Create Task, enter its name, attach to the relevant Key Result, set priority, duration, and provide a description if required.
A task in the Goals app has the following properties:
- The Key Result the task is attached to
- Task Duration
- Task Description
- The user assigned
How to set KPI in the Goals App?
KPI of Key Result is a measurable state that you want to achieve.
You can set KPI while creating a Key Result. To do so, go to the Key Result tab > click + in the upper right corner of the window > select Create Key Result > fill in the necessary fields > click via the lower-left corner > follow the instructions to set KPI (Financial, Custom, or Task Completion).
In case you want to set KPI for the existing Key Result, you have to go to the Key Results tab > find the needed goal > click on the right side of this Key Result> click Edit > click via the lower-left corner > follow the instructions to set Key Result (Financial, Custom, or Task Completion).
How to use Sprints?
You will be able to use Sprints if you’ve created a Objectives with Sprints. The Sprint feature of the Goals app lets you facilitate Agile project management approach. Navigate to the Kanban tab, click Add Sprint, enter its name, set dates, and click Create Sprint. Once the sprint is created, schedule the scope of tasks for the sprint.
How to control the workload of your Sprint?
On Kanban Tab, in Sprints section, you can find Workload indicator that will help you to control the planned workload of your sprint. This indicator will display the number of hours planned for work via the sprint so that you could understand its workload.
How to work with Roadmaps
Objective Roadmap is available next to the Objectives tab.
Objective Roadmap includes the list of all your Objectives and their Key Results with finish dates on the timeline. Clicking on the relevant Key Result, you can edit the goal’s details, including its name, description, etc. To change dates, just move it across the timeline.
Here you can also add a new Objective by typing its name in the field Enter new Objective name.
To access Key Results Roadmap and Team’s Workload, click on the relevant Objective and navigate to the Roadmaps tab.
Key Results Roadmap presents the list of all Key Results and tasks attached to these Key Results. You can add a new Key Result by typing its name in the field Enter new Key Result name.
To add a new task, double-click on the timeline and fill out the task’s details. To edit a task, just click on the relevant task and change the necessary information.
If you want to schedule a task from the backlog, press the Backlog button and move the task to the specific spot on the timeline.
Team’s Workload roadmap shows tasks assigned to your team members. Similar to Key Results Roadmap, here you can add, edit, and schedule tasks.
What types of Roadmaps are there in Goals
There are 3 types of Roadmaps in Goals by KeepSolid:
- Objectives Roadmap provides an overview of all your Objectives and their Key Results.
- Key Results Roadmap shows all Key Results within a specific Objective and all tasks attached to these Key Results.
- Team’s Workload presents all tasks assigned to your team members.
How to work with the Kanban board?
If you’ve created Objective with Sprints, the tasks from the current sprint automatically appear on the Kanban tab. In case you’ve decided to work without Sprints, all your tasks will be displayed on the Kanban board.
The Kanban board consists of the following columns: To Do, Analysis, In Progress, Review, Done
All tasks are automatically added to the To Do column and you need to manually move them across the board depending on their status.
Note: If you’ve created an Objective with Sprints but there are no sprints in progress, the Kanban tab will be empty.
How does the Goals App help me to make business decisions?
Our team does our best to improve our software with features that will help you make business decisions. That’s why we’ve implemented the key indicators of your Objectives, Key Results and tasks. Analyzing these indicators you can understand what is going on with your Objectives at the same moment and make the right decision on what your team should do next.
The Objective indicators are the number of Key Results and Tasks via this Objective and Time indicator that displays if you meet the deadline.
The Key Results indicators are the number of tasks in Backlog and Sprint, the number of Completed tasks, and the Due Date of the Key Result. You can monitor the Key Results indicators via the Key Results and the Tasks tabs.
The key task indicators, in turn, are available via the Tasks tab and they are its Duration and Status.
How to go through the app onboarding one more time?
In case you’ve gone through our app onboarding once and want to do so one more time, you should click on your name in the upper right corner of any tab and select Start onboarding again via the drop-down menu.
Do you offer any demos?
Can I try the Goals app for free?
Are you going to add some new features?
We are constantly working on the app to make it better for you and introduce new features to boost your goals achievement. Check out our plans about future releases of the Goals app here: https://www.keepsolid.com/goals/updates
How can I cancel the auto-renewable subscription?
You can cancel the auto-renew for your subscription via your User Office at https://my.keepsolid.com/account. When you log in, click on your KeepSolid ID at the top, navigate to the Purchase history, and press the button next to the appropriate subscription.
How to import documents from Roadmap Planner to Goals
As Roadmap Planner is becoming part of Goals by KeepSolid, you can import all your documents, projects, and team members to KeepSolid Goals.
For this, follow just a few simple steps below:
What is an Objective
The Objective is a set of activities that need to be completed in order to achieve a specific outcome. While creating a new Objective you have to enter an Objective name that will be its ultimate aim. For each Objective, you also need to create a mind map of related Key Results and break down each Key Result into manageable tasks. The Key Results you set on mind map are aimed at achieving your Objective.
All your Objectives are shown in the Objectives tab of the Goals App.
What is Key Result
Key Result is the desired outcome you plan to achieve within your Objective. In the Goals app, a Key Result has the following properties: Description, KPI, assigned user, due date.
What is a Team
Team is the list of all users you invite to the Goals app to collaborate on your targets. You can see all your team members, as well as add new ones, on the Team tab of the Goals App.
What is a Task
Task is an activity that helps you achieve a specific Key Result. In the Goals App, a task has the following properties: Key Result the task is attached to, Task Duration, Priority , Task Description, The user assigned.
What is Kanban board
Kanban board is a visualization tool that helps you optimize your workflow. Move tasks across the columns To Do, Analysis, In Progress, Review, and Done and see how you are progressing.
What is a Roadmap?
Roadmap is a neat visualization of all your Key Results and Tasks presented on a timeline. Providing a big-picture view, it helps to work out a long-term plan for reaching your Objectives.
Role is assigned to each team member and determines their permissions and ability to create and edit Objectives, Key Results, Tasks, Sprints, etc. There are 3 types of roles in the Goals App: Admin, Manager, and Employee. You can see the full overview of their permissions in your account Settings > Roles.
Coming soon: The Goals team is currently working on the Custom Role feature that will allow you to create personalized roles for your teammates and assign the needed permissions for them.
Reports provide visual ways (via tables, charts, etc.) to monitor and analyze your target status.