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It is possible to set Goals within your Totara site, these can be either team or individual goals. Settings goals allows you to connect high level goals at the organisational level with detailed objectives at the individual level using a flexible tiered approach.

Before you can use goals they will need to be enabled by a Site Administrator:

  1. Go to Quick-access menu > Configure features > Perform Settings.
  2. Tick the box alongside Enable Goals.
  3. Scroll to the bottom of the page and click the Save button. 

If you have both multitenancy and tenant isolation enabled then goals will not be available for your site's users.

Creating goals as a Site Administrator

As a Site Administrator you can go to Quick-access menu > Goals > Manage goals to create new goals for use in the system by following these steps to create all the components: 

  1. Create goal scales to allow you to measure the progress of a goal.
  2. Create goal types to group the various types of goals you might have.
  3. Create goal frameworks, using the scales and types you have previously set-up.
  4. Add goals to the framework. 

Assigning goals to yourself

Once goals have been added to a framework they will then be available for the allowed users to assign to themselves.

  1. Go to Develop > Goals. 
  2. Click either Add company goal or Add personal goal depending on the type of goal you wish to add. 
  3. From the dropdown menu select the framework you wish to assign goals from. 
  4. Select the goals you wish to assign. 
  5. Click Save

You can now set that status of the goals or remove the goal (). 

Example of goals screen.

Assigning goals as a manager

Managers can assign goals to their team members. 

  1. Go to Develop > Team
  2. Click Goals under the desired user's name.
  3. Click either Add company goal or Add personal goal depending on the type of goal you wish to add. 
  4. From the dropdown menu select the framework you wish to assign goals from. 
  5. Select the goals you wish to assign. 
  6. Click Save

You can now set that status of the goals or remove the goal (). 

Example of team member record.

Totara Academy

The Totara Academy has a whole course dedicated to using Goals in Totara. Here you can learn more on how to use goals, see best practice, and give it a go yourself.





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