How to create a Target in the Goals App?
You can create a target via the Targets tab of the Goals App.
All you have to do is to click + New Target
- enter your target’s name
- enter its description
- invite teammates
- choose if you want to use Sprints or not
- press + Create Target Button
How can I manage my Target in the Goals App?
The Goals App provides a possibility to work on your targets via the following tabs:
Goals: here you can divide your target into goals and create its mind map.
Tasks: choose a goal you’ve previously set and break it down into tasks.
Sprint Planner: in case you’ve created a target with Sprints, you’ll be able to add Sprints and move all tasks between them via its tab.
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.
Reports: here you’ll find tables, charts, etc. that will help you monitor and analyze the status of your target.
What is the maximum number of Targets I can manage?
Business and Enterprise plans allow you to work on unlimited number of targets.
A limitation applies to the Free version, where you can manage 1 target 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 Target?
You can add team members via the Invite members field while creating a target.
In case you’ve skipped this field, you can open the relevant target and click the button next to your name in the top right corner.
On the Target 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 Goals 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 goals. 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 a Goal or a Task to multiple users?
Of course! Tasks and goals in the Goals App can be assigned to several users from your target team. For this, just check the boxes in front of the required number of team members when assigning a task or goal.
How to set my Target Goals?
When you open your Target, you get to the Goals tab. There you’ll find the mind map maker tool for crafting the mind map of your target goals. In the centre of the mind map, there will always be your target.
Click on it and then on the + button to add a new goal.
Alternatively, click the + button next to your name in the toolbar, choose the option Create Goal.
A goal in the Goals App has the following properties:
- Goal Description
- Assigned users
- Finish date
- Key Result
What is the Tasks tab?
In the Goals App, any activities you do within your target should be aimed at achieving specific goals. This principle determines how the Tasks tab looks like.
On the left, you can find Goals Navigator with the list of your target goals. There, you can view your Current goals, add new ones via the Enter new goal name field, and click the Completed goals to also view its list. Choosing the necessary goal, 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 goal 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 goal, set priority, duration, and provide description if required.
A task in the Goals app has the following properties:
- The goal the task is attached to
- Task Duration
- Key Result
- Task Description
- The user assigned
How to set Key Result in the Goals App?
Key Result of Goal is a measurable state that you want to achieve.
You can set Key Result while creating a goal. To do so, go to the Goals tab > click + in the upper right corner of the window > select Create Goal > fill in the necessary fields > click via the lower-left corner > follow the instructions to set Key Result (Financial, Custom, or Task Completion).
In case you want to set Key Result for the existing goal, you have to go to the Goals tab > find the needed goal > click on the right side of this goal > click Edit > click via the lower-left corner > follow the instructions to set Key Result (Financial, Custom, or Task Completion).
How to use Sprint Planner?
You will be able to use Sprint Planner if you’ve created a target with Sprints. The Sprint feature of the Goals app lets you facilitate agile project management approach. Navigate to the Sprint Planner tab, click Add Sprint, enter its name, set dates, and click Create Sprint. Once the sprint is created, schedule the scope of works for the sprint by moving the required tasks from the Backlog Tasks list on the right.
How to control the workload of your Sprint?
In the upcoming release, our team adds the additional 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.
You will be able to monitor this indicator via the Sprint Planner tab in the header of each sprint.
How to work with the Kanban board?
If you’ve created Target 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 a Target 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 targets, goals, and tasks. Analyzing these indicators you can understand what is going on with your target at the same moment and make the right decision on what your team should do next.
The key target indicators are the number of Goals and Tasks via this target and Time indicator that displays if you meet the deadline.
The key goal indicators are the number of tasks in Backlog and Sprint, the number of Completed tasks, and the Due Date of the goal. You can monitor the goals indicators via the Goals 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.
What is a Target
Target is a set of activities that need to be completed in order to achieve a specific outcome. While creating a new target you have to enter a target name that will be its ultimate aim. For each target, you also need to create a mind map of related goals and break down each goal into manageable tasks. The objectives you set on your goals mind map are aimed at achieving your target.
All your targets are shown in the Targets tab of the Goals App.
What is Goal
Goal is the desired outcome you plan to achieve within your target. In the Goals app, a goal has the following properties: Goal Description, Goal Key Result, The user assigned, 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 goal. In the Goals app, a task has the following properties: The goal the task is attached to, Task Duration, Priority , Task Description, The user assigned.
What is a Sprint Planner
Sprint Planner is a tab within Goals software that lets you organize your tasks in sprints.
What is Kanban boards
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 Archive
Archive contains the list of all archived sprints. Before you archive a sprint, you can choose whether to move all its tasks to the backlog or move them to the archive as well. If required, you can recover archived tasks separately or move the whole sprints back to active.
Role is assigned to each team member and determines their permissions and ability to create and edit targets, goals, 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.