Create a goal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a goal and set targets to measure progress and align with your organization's strategic priorities.

    Before you begin

    Role required: sn_apw_advanced.spw_goal_user

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
    2. On the Strategy and Goals page, select the strategy-based board or goal-based board for which you want to create a goal.
      The Strategy page opens if selected a strategy-based or combined strategy and goals-based board. The Goals page opens if selected a goals-based board.
    3. Create a goal using one of the following methods depending on your board type.
      OptionSteps
      From the Strategy page
      1. From the list of strategic priorities, select the one for which you want to create a goal.

        The strategic priority details page opens.

      2. Select the Goals related list.
      3. Select New.
      From the Goals page On the Goals page, select New.
    4. On the form, fill in the Name and other required fields.
      For a description of the field values, see Goal form.
    5. Select Save.