Deep Dive on Goals

In Quick Start for Managers and Quick Start for Individuals, we covered the basics on Nodabl goals. Here we'll go deep into every aspect of goals, including:

Managing Your Goals

Goals Page

The Goals Page shows you a list of all of your goals, both active and inactive.

  1. Active goals

  2. Inactive goals

  3. New Comments button

  4. Share Goal icon

Each goal has its own card, showing you your progress (as measured by the percent of actions marked as Done) and the target end date (if it has one). Clicking on the card itself will take you to the View Goal page for that goal.

Each goal card has a share icon for managing collaborator access.

Additionally, if there are new comments on that goal or on actions associated with that goal, a New Comments button will show up that will take you to View Goal with the goal comments feed open.

View Goal

  1. Goal name

  2. Goal description

  3. Status bar

  4. Comments button (shown here with new comments)

  5. Edit Goal button

  6. Share Goal icon

  7. Goal status

  8. Goal labels

  9. Collaborators with access to this goal

  10. Goal target end date

  11. Action plan and Kanban board

View Goal is where you can see all of the goal details and the goal’s action plan. Click on the Edit Goal button to change these details.

The Comments button opens the goal comments feed. The share icon for managing collaborator access also appears here.

You can manage your action plan for this goal on the Kanban board. When you add an action from this page, the action will be affiliated with this goal by default.

Deleting Goals

You can delete a goal from within the Edit Goal screen.

When you delete a goal, you have the option of deleting the goal only, but keeping all the actions, or deleting the goal and all of the associated actions. If you choose to delete the goal and all of the associated actions, actions that are associated with multiple goals will not be deleted.

Goal Data Fields

1. Name

Your goal names should be descriptive and meaningful. As you accumulate goals over time, you should easily be able to tell what a given goal was based on the name. Additionally, as you work on the goal, you’ll be seeing the name in reminders, on actions, and on the View Goal page, so not only should it be immediately discernible but ideally it also provides some motivation and energy.

2. Description

Use the description field to capture additional detail and context on your goal. We recommend adding why the goal is important to you and what success looks like to your description. This will help keep you focused and motivated as you work on your goal.

3. Start Date

Nodabl defaults the start date to the date you add your goal, but you can adjust it as needed. While not required, the start date is helpful in establishing a timeline of your goal for when you look back on all you’ve accomplished a year from now.

4. Target End Date

You should set a target end date to create urgency and focus for yourself, otherwise it’s easy to let things slip. Additionally, end dates power Nodabl’s reminders, so without an end date, you won’t receive any automated reminders to help you keep yourself on track.

5. Labels

Labels are a way to categorize and append additional metadata to your goals. We recommend that you label your goals with the specific skills / competencies that apply to the goal - especially if the goal is to learn or improve a specific skill or competency. We provide a list of skills / competencies that you can pick from, and you can also create your own. Additionally, organizations can create their own set of labels to make available to everyone in their workspace. Contact your admin to take advantage of this feature.

Goal Labels are automatically added to actions associated with the goal. Read more about Action Labels in our Deep Dive on Actions.

These labels help you sort and filter data on Reports, so when you look back you can easily find the data you need.

6. Goal Status

Nodabl tracks goal status across two dimensions: active status and achievement status. Goals that are "Active" (you are currently working on them) do not have an achievement status.

Goals that are "Inactive" (you are currently not working on them) have an achievement status, either “Achieved” or “Not Achieved”. Achievement status is not determined by Nodabl, it's up to you to decide if you've achieved your goal or not.

Starting and Ending Goals

When you create a goal, we will default the start date to today and the status to active. If you want to create a goal that will start in the future, set the start date to the desired future start date, and set the status to inactive. You can then activate it by clicking on edit goal from the View Goal page and changing the status.

If you’ve completed all of your actions for your goal, and you consider the goal to be achieved, you can click the “Mark As Achieved” button for that goal. This button will only show up if all of the actions are done. This will set the goal status to Inactive and the achievement status to Achieved.

If you haven’t completed all of the actions, and/or you don’t consider that goal to have been achieved, click the edit button for that goal from the View Goal page and change the goal status to Inactive and achievement status to Not Achieved.

You can also re-activate a goal by going to edit goal and changing the goal status to Active.

Goal Comments

  1. Add a goal comment

  2. Action comment from someone else with red dot indicating it's new

  3. Goal comments from you

  4. Button to mute email notifications from this goal

You can interact with your collaborators by adding comments to a goal. These comments, along with action comments for actions affiliated with the goal, will show up in the goal comments feed.

When there are new goal comments, the button on View Goal will show up as "New Comments" with a red dot indicator.

Likewise, a New Comments button will show on the goal card on the Goals page.

See also