How To Use Leantime’s Goal Tracking Software

Created by Marcel Folaron,
Last Updated: 27 Oct 2023 at 04:01 PM by Marcel Folaron

Leantime’s goal tracking software features a goals board to help you strategically define your goals and measure progress towards them. Achieving your goals has never been easier.

The Goal Board

To get started, navigate to the "Goals" page on the left side of your screen. Leantime automatically creates a Goal Board for you named "Board," but you can easily change the name by clicking the three dots in the top right corner and selecting "Edit." Enter a name for your Goal Board and click "Save."



To add a goal to your board, click the "Add Goal" button on the top left corner of your screen. Here you can describe your goal, set the status, choose your success metric, and set current and goal values. The current and goal values are the two fields used to track Goal progress. For example, if your goal is to grow your user base from 100 to 1000 users you would set the current value to 100 and the goal value to 1000. Then as you get more users you would update your current value. Don’t forget to be Specific and create Measurable goals that are Attainable, Relevant and Timeboxed!

Editing Existing Goals

Once you've saved your goal, you can attach it to a milestone. Click on the three dots in the top right corner of the goal tile and select "Edit." From there, you can attach an existing milestone or create a new one. Click here to learn more about Milestone creation. You can also add comments to your goal in the "Discussion" section or update any previously set goal values. 

Updating a Goal’s Status

Each goal's status is automatically set to "On Track" To update the status, click the drop-down arrow in the status label on the goal’s tile and choose from three different options. 

Customizing Your Goal Board

Leantime’s goal tracking software offers the ability to view all of your goals at once or sort them based on their status. Simply click the filter icon in the right corner of your goal board and select how you would like to filter your board.

Creating a New Goal Board

You can create new Goal Boards by clicking the drop-down Arrow next to your current Boards name. From there select “Create New Board”, enter a name for your new Goal Board, then click “Create Board”.

Deleting a Goal or Goal Board

If you want to delete a goal, select the three dots in the top right corner of the goal tile and choose "Delete." A box will pop up asking if you're sure you want to delete the goal. If you're ready to part with it, select "Yes, delete".

Updated on: 28/05/2024