Goals and check-ins

Use a goal when the result takes more than one conversation. A schedule runs a particular job at a chosen time; a goal keeps track of the outcome you are working toward.

Set a goal

Tell an internal employee what you want to accomplish, how you will measure it, and any target date.

Help me get the new customer welcome guide ready by Friday. Track the draft, the pricing examples, and the final document. Keep track of progress and check in about what is still open.

Ask the employee to show the goal it saved. Use a clear name so you can refer to it again.

Record progress

Tell the employee what changed and which goal it belongs to.

For the welcome-guide goal, the pricing examples are finished. The introduction still needs work. Update the progress and tell me the next step.

You can ask it to list your goals or show the latest progress on one goal. Include relevant files or connected records when the next step depends on them.

Change the check-ins

Ask the employee to snooze a goal when you need a break from its check-ins. Update the target or progress when the plan changes. When the outcome is finished, mark the goal complete; if you have dropped the work, mark it abandoned. Those finished goals stop their check-ins.

For a specific repeating job, such as a Monday project report, use Tasks and schedules.