How to create a goal

Creating a goal

1. In the left panel, open Goals, then click Create goal in the upper-right corner or follow the link https://tracker.yandex.com/createGoal .

2. Enter the goal name.

3. If the new goal is a subgoal of an existing one, click Specify parent goal under the title. Start typing the goal name and select the matching option from the list.

4. Select access permissions for the goal. The goal can be available to:

   • All users — by default, all employees and robots in your organization can view the goal.
   • Only participants — only the employees specified in the Author, Responsible, Participants, or Followes parameters can view the goal.

   How to configure access permissions for a goal

5. Enter the goal description. The description should make clear what result you expect once the work is complete.

6. Add the goal's Key results. For each key result, you can specify an assignee, deadline, and measurement method.

7. Fill in the fields in the block on the right:

   • Deadline — the deadline for achieving the goal. You can specify a particular date or a quarter.
   • Responsible — the employee responsible for achieving the goal. By default, the Responsible and Author fields show the user who created the goal.
   • Customers — the employees who set the goal for the company or a department.
   • Participants — the employees involved in achieving the goal.
   • Tags — labels you can use to filter goals.

8. If necessary, set up the goal's links or attach files.

9. Click Create goal.

How to copy a goal

To create a new goal based on an existing one, use the copy option.

1. Open the goal you want to copy.

2. In the upper-right corner, select Actions → Copy goal.

3. Configure the goal copy options:

   • Specify who can access the copied goal: All employees or Only for participants.
   • To copy the goal's files and attachments, enable the Copy files and attachments option.
   • To copy the goal's key results, enable the Copy key results option.
   • To copy the values of the goal's main fields, enable the Copy main field values option.

4. If you selected the Copy main field values option, fill in the Name, Description, Deadline, and Responsible fields. By default, the field values are copied from the source goal.

5. Click Create copy.

Deleting a goal

1. Open the goal page.

2. In the upper-right corner, click Actions → Delete goal.