course

Set and track effective company goals across Atlassian products

duration

45 minutes

level

Beginner

Plan, represent, and celebrate progress

Create goals, as your company’s leader, to represent the expected outcomes of your organization’s quarterly or yearly planning and share them across Atlassian products. Then, represent pieces of work you’ll need to complete to reach your goals with projects, and organize everyone who will work on a project into a team. Easily view goals and related work with several search options, stay up-to-date on progress with notifications, and track progress with topics and views. Finally, learn how goals can help your entire organization align to a shared mission.

This course is intended for leaders who set and track goals.

After this course, you’ll also be able to:

Find your team’s goals.
Follow projects, goals, topics, and teams.
Use Atlassian best practices to communicate goals to your organization.
Create custom fields to collect the information you need.
Export data to CSV for further analysis.

The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

5 Lessons in this course

10 minutes

Set goals across Atlassian products

**By the end of this lesson, you'll be able to:** * Describe the relationship between goals, projects, and teams, across Atlassian products * Set goals that are visible across Atlassian products

Sections

How do you set goals in Atlassian products?
Configure a project for your goals
Configure goals

5 minutes

View goals across Atlassian products

**By the end of this lesson, you'll be able to:** * Find your team’s goals * Follow projects, goals, topics, and teams

Sections

Find your team’s goals
Search for goals
Stay up to date on your goals

10 minutes

Communicate goals across Atlassian products

By the end of this lesson, you'll be able to: - Share goals and projects with your organization - Use Atlassian best practices to communicate goals to your organization

Sections

How can you share goals with your organization?
How can you keep followers up-to-date?
Share what you know with learnings, risks, and decisions

5 minutes

Track and support goals across Atlassian products

By the end of this lesson, you'll be able to: * Create topics to follow related projects and goals * Save views to surface your work * Create custom fields to collect the information you need * Export data to CSV for further analysis

Sections

Track your progress toward goals with topics and views
Save views to surface your work
Analyze your goals and projects further
Export data to CSV for further analysis

15 minutes

Use goals to track your OKRs across Atlassian products

By the end of this lesson, you'll be able to: - Define OKRs - Describe the value of setting OKRs - Describe how Atlassian products support OKRs - Use Atlassian best practices to set effective OKRs

Sections

How can you align your organization to a shared mission?
Why should you use OKRs?
How does Atlassian support an organization’s OKRs?
How do you set effective OKRs?
Let’s explore some examples

Set and track effective company goals across Atlassian products

Plan, represent, and celebrate progress

Set goals across Atlassian products

Sections

View goals across Atlassian products

Sections

Communicate goals across Atlassian products

Sections

Track and support goals across Atlassian products

Sections

Use goals to track your OKRs across Atlassian products

Sections

Community

Forums

Learning

Events

Champions