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Plan and manage company goals

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Use Asana Goals to set clear company objectives that are directly connected to work, such as projects and tasks that will help you accomplish those objectives. With Asana Goals, you have a single source of truth that connects your company objectives with your work.

Within Asana Goals, there are tabs that provide a streamlined way to view and manage your different goal-types.

The Company goals tab surfaces the high-level objectives that have been set at the organisational or company-level. In Team goals tab you’ll find goals that are owned by or relevant to specific teams within the organization. The My goals tab is designed for you to quickly view and keep track of the goals you own.

Creating a company goal

To create a company goal, navigate to Goals in the sidebar, head to the Company goals tab, click + Add goal, and choose Blank goal to create a goal from scratch or choose one of the existing goal templates for the company. Learn more about using goal templates.

Creating a company goal.png

When creating a new goal, you can choose an automatic or manual method to update the goal. With the automatic method, you can use sub-goals, projects, and tasks as progress sources.

Goal types

Goal Types provide a structured way to categorise goals by their purpose, scope, and how they align with your organization’s strategy.

Here are the typical types you’ll encounter in Asana:

  • Objective – Broad outcomes or strategic goals. These represent what you’re trying to achieve at a high level.
  • Key result – Specific, measurable results that indicate progress toward an objective. They often have metrics, deadlines or targets.
  • Individual goal – Goals owned by or relevant to a single person (rather than a team or organization-level goal).

identify goal type

Connecting work to goals

By using the automatic method, you can easily link your work to your goals. Simply select a progress source (sub-goals, projects, or tasks) and connect it through the goal's details page. As the progress of the source changes, the goal's progress will be updated automatically in real time, allowing you to keep track of your progress more efficiently.

For example, if you choose Sub-goals as your progress source, your progress will be calculated based on the progress of the connected sub-goals.

How to connect a sub-goal to a company goal.gif

To connect work to goals:

  1. Click the + Connect button
  2. Search for an existing source to connect
Note iconNote

If you choose sub-goals as your progress source, you can choose an existing goal or create a new one from the + Connect button.

Goal templates

Goal templates let you define a reusable structure for goals so that when someone creates a new goal, many of the default values are pre-populated.

Note iconNote

Organization admins can define goal templates that will be available for everyone to use. Team admins can define goal templates that will be available to their specific team.

create a goal template

To create a goal template:

  1. From the sidebar, navigate to Goals
  2. Click the actions drop-down next to your company’s name
  3. Click Edit goal settings
  4. Click + Create template to create a new goal template
  5. Name your template and fill out the attributes you want for this template
  6. Click Continue
  7. Set the goal’s privacy settings
  8. Add any members or teams you want to add by default to the goal
  9. Click Publish or Save draft if you want to continue editing later

Reporting on goals

Creating a dashboard will help you track the progress of your goals across your organization and provide you with insights to understand their health better.

To create a goals dashboard, navigate to the sidebar and click Reporting. From here, click + Create and select Dashboard. You can use pre-built charts like “Goals by team” and “Goals by status.” You can also create a custom chart and select Goals from the Report on drop-down.

Status updates on goals

Status updates provide stakeholders with context about the status of your goals and how they are progressing. You can customize the sections of your update and add attachments to enrich your status update.

You can use Asana AI to create smart status updates.

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How to plan & manage company goals | Asana Help Center