Goals

Learn how to create and customize goals in Tability

You can use goals to track your KPIs, OKRs or strategic initiatives. Goals are flexible and can be used for various scenarios.

If you are just getting started we recommend following our Getting Started guide to see how Tability works. If you're curious about the advanced options available for goals, then you're at the right place.

The frequency of updates for a goal is set at the page level. Read the page documenation to know more about update frequencies.

Goal properties

The following properties can be configured for a goal.

  • Title: Short description of your goal.
  • Target value (optional): Metric by which you measure success. Defaults to 100% but it can be any formatted number.
  • Initial value (when using targets): Set the initial value for your goal.
  • Description (optional): Give more details or instructions about your goal. You can use Markdown to format your text.
  • Owner: The owner will be notified when the goal is due for an update.
  • Start date: Tability uses that date to know if a goal is active and is expected to have check-ins.
  • Due date (optional): Due dates allow Tability to create projections, and to notify users when a goal should be closed.
  • Tags: Use tags to filter goals across multiple pages.
  • Links: Attach external documents to your goal via links

Use cases for the target value

The target value a flexible field that will allow you to use Tability for different use cases. Tability uses the value in that field to do projection, and keeps the format to help users when they share updates.

Goal lifecycle

Default

The default value for the target field is set to 100%. You can keep it that way and estimate your percentage of progress yourself whenever you create a new update.

OKRs

If you want to adopt the strict OKRs format, you can set the target to be 1. You will then score progress between 0 and 1 as it is often suggested for OKRs.

Explicit value (recommended)

If you're tracking a specific metric, we highly recommend to use it for the target. Tability can automatically calculate the percentage of progress based on the actual value provided during the update.

Some examples or explicit targets could be:

  • 1,500 weekly active users
  • $120,000
  • $135/customer
  • 30 NPS

You can use any of these targets, including the format. And you can also adjust the initial value when editing your goal.

No value

You can also remove the target to simplify updates. This can be useful for initiatives where progress is hard to measure.

When a goal doesn't have any target, the updates are simplified and consist in a confidence statement (red/yellow/green status).