Aligning Objectives

Align your objective to another user's objective

Go to:

  1. Objectives
  2. My Objectives
  3. Additional Actions (designated by "...")
  4. Quick Edit
  5. Align Up
  6. Find the objective that you'd like to align to
  7. Save
  8. Save (again)

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By aligning your objective to an existing objective, you will create "nested objectives" or "sub-objectives". 

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Clear alignment

Go to:

  1. Objectives
  2. My Objectives
  3. Additional Actions (designated by "...")
  4. Quick Edit
  5. Clear Alignment 
  6. Save

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Tip: While you can align your objective to the objective of any other user in your organization, you cannot clear alignment unless you've been designated as an "Editor" on their objective. Editors can be added/removed under the "Permissions" section of an objective.

FAQs

  1. Can I align my objective to another user's key result?
    No. By definition, only an objective can have key results. As such, you must first convert the key result into an objective. This can be done by going to: 
    • Additional Actions (designated by "...")
    • Bulk Edit
    • Split icon to the right of the key result you'd like to convert
  2. Can I assign a public objective to a private objective?
    Yes, and the private objective will inherit the public objective's permissions. The user will be alerted of this permission change before confirming the change.
  3. Can I align a private objective to a public objective?
    No. You cannot align a private objective to a public one.