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How to I assign a goal to a team in Atlas

Shaolin Life

I was searching for a way to add my team to a goal so that I could search goals based on teams. I can find a way to do this. Please help

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Christina Kinney

We had to assign a goal to a project, then a team to a project, and then the team was responsible for the goal.

This is way too complicated, and we hope there is a better answer, too.

Sing Chen

We're in early days of piloting Atlas and the goal-project structure is working well for us:

We created goals and projects that contribute towards those goals.
Teams and individuals are assigned to those projects.
Those project-aligned teams are then associated with the goal.
The way we are using goals is as 'containers' representing business outcomes - those business outcomes don't mean anything unless we have projects that deliver some/part of the work needed to achieve the outcome.

2023-05-09 11 48 33.png

Daniella Latham

Hi @Shaolin Life - @Sing Chen has the right answer for you!

Teams are added to goals based on the contributing projects that are linked to the goal.

CleanShot 2023-05-09 at 15.08.06.png

You can filter goals by going to the Goals directory page and choosing the Team you want as a filter.

CleanShot 2023-05-09 at 15.09.26.png

Daniella Latham

Hey Christina,

What would the ideal state look like for you?

Thanks, Daniella

Christina Kinney

We were hoping to wrap our OKRs into Atlas - having the "big goals" as guiding principles, then the goals as they exist now in atlas being the KPIs/goals that feed into the larger, company-wide goals. The "subgoals" functionality exists, but we cannot default everyone into being associated to a top-level goal. They're assigned instead to projects, which are associated to various sub-goals of the main company-wide goals.

In this way, I think what I'm asking for would be a top layer of goals, to which everything and everyone could map. We can currently answer the question, "what KPIs/sub-goals does this project map to?" but we cannot answer the question, "what company-wide goal does this project/KPI/Sub-goal map to?

Christina Kinney

see: 100 + OKR Examples: Take Ideas to Action in 2023 - Weekdone

Cyprien Kraaijpoel

I don't see the added value of being forced to add a project to a goal, in order to see the contributing teams. This means that all activities must be performed with projects in Atlas in order to properly track OKR's, where-as not all projects are well suited to the Atlas format...

I honestly don't see the set-back in having a 'two-way street' in this regard;
1. Keeping the current functionality of showing teams through linked projects.

2. Allowing teams to be linked in themselves.

Evan Reeves

Jumping in on this - would be really great if I could just directly assign a team within the Project and not via the Goal. Currently it seems that I have to (1) create a goal (2) assign my team to that goal (3) create a project (4) assign the project to the goal and (5) now I can filter on projects by team.

I don't currently use goals and would really like if I could disentagle the two. However currently in the project there is no way to simply assign the team.