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Goals

For admins

For end-users

Professional Plan

🎯 Preset Goal Templates Just Got Smarter and Way More Scalable

We heard the feedback loud and clear: when every preset goal template is visible to everyone, creating goals can become overwhelming quickly.
That’s why we’re introducing two major improvements to Preset Goal Templates:
  • Who can create templates
  • Who can use templates
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Admins can now control template visibility and usage based on specific audiences, making the experience cleaner, more relevant, and much easier to navigate.
This means:
  • Teams only see templates relevant to them
  • Managers and employees spend less time searching through unrelated options
  • Organizations can scale goal-setting without creating template chaos
For example:
📌 Audit teams can see Audit-specific templates
📌 Grade-based templates can be limited to the right employee groups
📌 HR can safely decentralize template creation without exposing everything organization-wide
This update is especially valuable for larger organizations with multiple departments, business units, or job grades — where template overload quickly turns into adoption friction.
Less clutter. Better guidance. Smarter goal creation.