Goals help you track your progress or stick within a specific budget so you can keep on top of things and be more productive.
Each time you log an entry, your goals will be automatically updated with your latest progress.
Access the Goals screen
Head to the Goals screen and click Add Goal at the top right.
Set up your Goal
Goal Name: Enter a descriptive name for your Goal.
Who should see this goal?: Choose who the Goal is visible to. Users with the reporting Permission for others' time can also see and manage these Goals.
Goal Type: Choose Target (to reach/exceed) or Budget (to stay under).
Amount: Choose Time or Billable Amount, then set your target number or budget limit.
Configure filters
Use filters to specify which time entries count toward your Goal:
Users: Select specific team members or Roles whose time should count
Contacts: Choose which clients' work to include
Projects: Select specific Projects (if you use Projects)
Tasks: Choose specific Tasks (if you use Tasks)
Contacts, Projects and Tasks each have a Filter mode, the same as in Reports:
Any counts everything in that category.
Only counts just the items you tick. Ticking an item switches the filter to Only.
Except counts everything apart from the items you tick.
For example, to track all client work, open Contacts, tick your internal Contact and click Except.
Set time tracking options
Click Options to choose which Time Entries the Goal counts:
Include billable & unbillable time: counts all Time Entries. This is the default.
Include billable time only: counts only billable Time Entries.
Include unbillable time only: counts only unbillable Time Entries.
Choose frequency
Select the period your Goal applies to:
Every weekday: Resets each weekday at midnight in your time zone
Every week: Resets each Monday
Every month: Resets on the 1st of each month
Between specific dates: Apply the Goal across a custom start and end date — useful for fixed engagements or one-off targets
💡Tip: Looking for longer recurring periods? Contact and Project Budgets offer each quarter, each half and each year as well as weekly and monthly. Those are set directly in a Contact's or Project's settings, not on the Goals screen — see Setting up a Budget.
Create the Goal
Click Create Goal! to save your Goal.
✅Success! Your Goal is now active and will appear on the Goals screen with a progress bar showing how close you are to meeting your target or going over your budget.
After creating a Goal
Goals automatically update as you log time entries. You can view progress on the Goals screen, and MinuteDock will show visual indicators when you're approaching or exceeding your targets and budgets.
Goals can also be pinned to the Time screen for easy visibility. Each Goal has pin options to display it for yourself, all users, or specific users.