Team goals
Team goals connect the work your team delivers to objectives and epics, so individual tasks roll up toward outcomes you can review. Set this structure up before you plan sprints.
Start with an objective
An Objective is a company or team-level goal, often aligned to a quarter.
Go to Projects → Objectives.
Click Create Objective (or use the global create menu and choose Objective).
Give the objective a clear Title, then add planned dates, a deadline, and an owner when useful.
Objectives can be tactical or strategic. A tactical objective groups and tracks epics by theme or release. A strategic objective uses key results to measure outcomes; adding a key result to a tactical objective elevates it to a strategic one.
Objectives are workspace-wide and can span teams. Only team managers and admins can create or edit them.
Map goals to epics
An Epic groups the related tasks that deliver a meaningful body of work. Link the epic to the objective it supports from the objective's detail page.
This creates a practical hierarchy:
Level | What it represents |
|---|---|
Objective | The team or company goal |
Key result | The measurable outcome for a strategic objective |
Epic | The coordinated body of work that delivers toward the goal |
Task | The individual work your team delivers in sprints |
An epic keeps the relationship between a broad goal and day-to-day work visible without making every task a separate goal.
Plan delivery with sprints
Tasks can belong to an epic and a sprint at the same time. After an epic is connected to its objective, choose which of its tasks are ready for a sprint in the sprint planning workspace.
Review that relationship during planning. If a sprint is full of tasks that do not support the current objective or priority, move lower-priority work back to the backlog and reconsider the commitment.
Check progress at the right level
A tactical objective's progress is derived from the task completion of its linked epics, and a strategic objective's progress takes its key results into account. Use objectives to review whether the goal is advancing, epics to coordinate the work, and sprints to manage the near-term delivery window.
Tip: Start with a small number of objectives. If every task needs its own goal, the hierarchy is too fine — group the work into epics instead.
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