How to link a goal to another object

You can link a goal to Tracker entities: an issue, project, portfolio, or another goal. They appear on the Links tab. You can also attach Tracker widgets to a goal; they appear on the Goals and progress tab, under Metrics.

How to create a link to an issue

Adding a link to a project or portfolio

Link projects and portfolios whose work is aimed at achieving the goal.

1. On the goal page, go to the Links tab.

2. Click Link → With project or portfolio.

3. Select a project or portfolio to link:

   • New: Enter a name, set a deadline, and click Create.
   • Existing: Paste a link to the project or select the option you need from the list.

Adding a link to another goal

You can use links to build a goal hierarchy. For example, you can break the company's key goals down into subgoals for departments and teams.

1. On the goal page, go to the Links tab.

2. Click Link → With goal.

3. Select the link type:

   • Depends on — the goal that the current goal is linked to.
   • Blocks — the goal whose completion is blocked by the current one.
   • Parent goal — a high-level goal for which the current goal becomes a subgoal. There can be only one parent goal.
   • Subgoal — a child goal of the current one.

4. Choose a goal that you want to link to the project:

   • To create a new goal, select New. Enter the goal name, set the deadline, and click Create.

     To open the full goal creation page with all the available parameters, click the icon.

   • To add an existing goal, select Existing. Paste a link to the goal or select the option you need from the list.

Adding a link to an issue

1. On the goal page, go to the Links tab.

2. Click Link → With issue.

3. Select which issue to link:

• New: enter a name, select a queue, and click Create.

  If you can create an issue in the queue only using a form, you'll see the Select form button on the screen.

• Existing: start typing the issue name or key and select the matching option from the list.

Changing the link type

To the right of the linked object, click → Change link type and select a new type.

Deleting a link

To the right of the linked object, click → Delete link.

Adding metrics

You can embed metrics on the goal page: Tracker widgets. They are displayed in a separate Metrics block.

To add a metric:

1. Select a widget on the dashboard and click →  Copy link for iframe in the top right corner.

2. Open the entity page and click  Metric.

3. Enter the metric name. This name will appear in the widget header.

4. Below, paste the link to the widget.

5. Click Add.

You can edit or delete added metrics. To do this, click in the top right corner of the metric and select an action from the menu.