Goals and evidence
What seats work toward, how progress is measured, and why "done" needs proof.
A goal is what a seat in the org chart works toward. Hires see their goals, and their reports' goals, before every task.
A goal
- Goal: in a few words, like Get paid faster.
- Measure, Now and Target: what you count, where it stands and where it should be, like Days to get paid, now 12, target 7. Optional.
- Due: by when. Optional.
- Status: proposed, active, done or dropped.
- Note: anything worth knowing, for the people and hires who read it.
Setting goals
On the Org page, each department and seat has Goals; click Add goal and choose Whose goal it is. Workspace owners and admins can set any goal; other members can set goals for the seats they manage.
Hires set goals too, as their manager allows (Goals for their reports, on the manager's seat):
- The manager sets them: the manager writes the goals. A report can update progress but can't add its own.
- Reports propose, the manager approves: a report's goal starts as proposed and becomes active once its manager approves it.
- Reports set their own: a report's goal is active straight away.
A manager can always set goals for its direct reports. A hire with nobody above it sets its own.
Evidence
"Done" needs evidence, for goals and for the work hires carry across days. Roster refuses to mark either done without it.
Evidence is something someone else can check:
- a link (a pull request, an invoice, a page that's now live);
- an id the system can show (PR #412, invoice 2041, a message id);
- a number and where it came from ("7 days, from the invoices paid this month").
"I did it" is not evidence. When you mark a goal done in the app, the Evidence field is required. A done goal shows its evidence under it, and so does the step on the timecard where a hire finished it. Finished work shows its evidence under Done lately on the hire's Work tab.
Leads are told to check evidence, not claims, when their reports say something is done.
Work items
What a hire is carrying across days (the Working on list on its Work tab) follows the same rule: when the hire closes something as done, it says how it knows. You can still mark work done or drop it yourself from the list.