Using goals and sharing updates

Goals in Tability are flexible, so you can start simple and gradually evolve to more complex setup to support frameworks like OKRs.

If you are just getting started we recommend following our guide to understand how to create your first goal. If you're curious about all the options available for goals, then you're at the right place.

Goal options

Goal title

This is the description of your goal. It will be displayed on your dashboard, in project pages and in emails. Make sure that it's short and easy for people to understand.

Description (optional)

Use the goal description if you need to provide more details. You can use Markdown to format your text and add links to resources.

Owner

The owner of the goal is the person who will be notified when it's time to update progress on the goal. Everyone can share progress, but only the goal owner will receive a check-in reminder every week, month or quarter.

⚠️ The parent project determines the frequency of updates. Check out our project guide to read more about update frequencies.

Start date

By default, the start date of the goal is the date of its creation. Tability uses that date to know if a goal is active and is expected to have check-ins.

Just change that date to be a future date if you're creating goals that are not ready for updates yet (e.g. you're preparing the goals for the next quarter). Automated reminders for progress updates will not be triggered for this goal until your chosen start date.

Due date (optional)

We recommend always having a due date for your goals. That way Tability can estimate what your progress should be and show you the corresponding activity chart.

The due date will also be used to know when your goal should be closed.

Target value (optional)

The target value is the metric by which you measure success. It can be any formatted number (100%, $50000, 200 users, 35...) -- Tability will automatically detect the format and use it later when people share updates.

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

Initial value (for goals with targets only)

The initial value of your goal will be 0 by default. You can change that to start at a different value. That's useful if you have goals that are about moving from one value to another (e.g. increasing usage from 30% to 40%).

Tags

Tags can be used to see the status of goals spread across multiple projects.

Sharing updates

Once a goal is added, you can start sharing new updates. There are only a few fields required when creating a new update.

Status

Use the status field to indicate if your goal is on-track, at-risk or off-track.

Update comment (optional)

Comments are optional, but we recommend to add some notes if the update is at-risk or off-track. This will be helpful in the future to track down your plan of action.

Progress (for goals with targets)

Use the progress field to indicate how much progress you've made. Tability will automatically calculate the percentage of completion for the goal.

What's next?

We covered all you need to know about creating goals and sharing updates.

Check out how you can organize goals using sections to support frameworks like OKRs.