Goals progress is not calculating from sub-tasks

Question

Unsure where to ask, but Goals has been behaving strange lately and documentation is not clear at all on how to use them. I had the ability to roll-up completion of sub-goals but now I can no longer do it.

Now when I create a goal and add sub-tasks I only see:

ProgressAveraged from: Success measures 0 / 0%I was able to do that, and I still have older goals that still calculate but new ones no longer can do it.Thanks and happy holidays.

Evan Reeves_vux2u5 · Answer

Not an answer but a suggestion - this disconnect between goals and sub goals is not helpful for our organization. One of the key challenges we continue to face with OKR tools is the ability to "roll up" goals from the finest resolution / lowest level all the way to the top. As a result, there must still be a human involved to roll up those lower-order metrics to a higher-order metric, which is exactly what we would want a tool to accomplish for us.

Rob Roseberg · Answer

Hi Walter, thanks for taking your time to provide more context. I have followed now this logic and it works for me as you described.

I will ask my admin how to configure Goals types, I am not sure where to do that, maybe that will let me customise the hierarchy for my goals.

The OKR direction is good shift, especially because, we also use OKRs across entire organization.

I hope to see Goal feature getting more love, I think it is underrated, but also underdeveloped just now.

Thanks again, and Happy New Year!

Walter Buggenhout · Answer

Hi @Rob Roseberg and welcome to the Community!

Atlassian has decided to base the goals app by default on the OKR framework, adding success measures and metrics (for those success measures) by default. If you are using the - now by default rebranded - goals, success measures can be considered key results to the objectives that are represented by these goals.

Progress calculations are based on the metrics linked to the success measures of each objective. They seem to no longer take sub-goals into account.

In your goal types configuration, you can create the success measures that can be used as sub-goals, if you want. Pardon the dutch in this example, but I created a Voornemen with Actie as a child item for this custom type:

When I then create new goals with type Voornemen, I can add child "Acties" directly from the Goal overview page. Each actie gets displayed in the goal tree as you can see in this example:

You can add metrics to each success measure (or actie in my example) and then these roll up to the parent like it used to be the case with Goals and sub-goals previously.

Hope this helps!