> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navisops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set and track goals in Navis Ops

> Create goals with measurable targets, visualize progress over time, link goals to your projects and tasks, and archive goals when they're complete.

Goals give you a place to define what success looks like — separate from the day-to-day flow of tasks. You set a target, track progress as your work advances, and archive goals when you've reached them (or moved on). Goals work best when they're connected to the projects and tasks doing the actual work.

## Create a goal

<Steps>
  <Step title="Open Goals">
    Click **Goals** in the left sidebar.
  </Step>

  <Step title="Click New goal">
    Enter a **title** that describes the outcome you're working toward — for example, "Launch v2.0 by end of quarter" or "Reduce support ticket volume by 20%."
  </Step>

  <Step title="Set a target">
    Define what completion looks like. Add a **target value** and a **unit** (for example, 100 tasks closed, \$50,000 in pipeline, 90% customer satisfaction). You can also set a **target date**.
  </Step>

  <Step title="Save and start tracking">
    Click **Create**. Your goal appears in the Goals list, starting at 0% progress.
  </Step>
</Steps>

## Update goal progress

Progress doesn't update automatically — you log updates manually as work moves forward. This keeps goal tracking intentional rather than purely mechanical.

<Steps>
  <Step title="Open the goal">
    Click any goal in the list to open its detail view.
  </Step>

  <Step title="Log a progress update">
    Enter the current value toward your target. Navis Ops calculates the percentage and updates the progress visualization.
  </Step>

  <Step title="Add a note (optional)">
    Include context about what drove the progress — a milestone hit, a batch of tasks completed, or an external event. Notes on progress updates create a useful record of how the goal evolved.
  </Step>
</Steps>

## Progress visualization

Each goal shows a progress bar and a percentage toward its target. At a glance, you can see:

* **Current value** and **target value** side by side
* **Percentage complete** as a visual progress bar
* **Target date** and how much time remains
* A **history of updates** with timestamps and notes

<Tip>
  Update goal progress regularly — weekly during a project review works well — so the visualization stays meaningful and doesn't fall stale.
</Tip>

## Link goals to projects and tasks

Goals become more powerful when they're connected to the work driving them. Linking a goal to a project or task creates a visible relationship between strategy and execution.

To link a goal:

<Steps>
  <Step title="Open the goal">
    Click the goal to open its detail view.
  </Step>

  <Step title="Add a link">
    Look for the **Linked projects** or **Linked tasks** section and click **Add link**. Search for the project or task you want to associate.
  </Step>

  <Step title="View the connection">
    Linked items appear in the goal's detail view. You can navigate directly to any linked project or task from there.
  </Step>
</Steps>

<Info>
  Linking is associative — it doesn't automatically roll up task completion into goal progress. You still update goal progress manually. The link is a navigation aid and a record of intent.
</Info>

## Archive a goal

When you've reached a goal (or it's no longer relevant), archive it to keep the active Goals list focused.

<Steps>
  <Step title="Open the goal">
    Click the goal you want to archive.
  </Step>

  <Step title="Click Archive">
    Select **Archive** from the goal's action menu.
  </Step>

  <Step title="Access archived goals">
    Archived goals are hidden from the main Goals list by default. Toggle the **Show archived** filter to view them when you need to reference past goals.
  </Step>
</Steps>

<Note>
  Archiving a goal doesn't delete it. All progress updates, linked projects, and notes are preserved. You can unarchive a goal at any time.
</Note>

## Organize your goals

<CardGroup cols={2}>
  <Card title="Active goals" icon="target" href="/guides/goals">
    Goals currently in progress. Keep this list focused — aim for goals you're actively working toward this quarter or month.
  </Card>

  <Card title="Archived goals" icon="archive" href="/guides/goals">
    Completed or retired goals. Use them as a record of what you've accomplished and as a reference when setting new goals.
  </Card>
</CardGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Can goal progress update automatically from task completions?">
    Not currently. Progress is updated manually. This is intentional — goals often represent outcomes that aren't a 1:1 match with task count, so manual updates keep the numbers meaningful.
  </Accordion>

  <Accordion title="Can I set multiple targets on one goal?">
    Each goal has one primary target. If you have multiple metrics to track, create separate goals and link them to the same project.
  </Accordion>

  <Accordion title="What happens to a goal's linked items when I archive the goal?">
    The links are preserved. The linked projects and tasks are unaffected — archiving only removes the goal from the active list.
  </Accordion>

  <Accordion title="Can I delete a goal instead of archiving it?">
    Yes. Use the delete option in the goal's action menu. Deleted goals go to Trash, where you can recover them before permanently removing them.
  </Accordion>

  <Accordion title="Is there a limit to how many goals I can create?">
    There's no fixed limit. That said, goals work best when kept focused. A short list of meaningful goals is more useful than a long list that's hard to maintain.
  </Accordion>
</AccordionGroup>