This guide covers how to manage your existing Goals - pinning them for visibility, editing settings, and archiving completed Goals.
Access Goal management options
All Goal management options are available on the Goals screen. Navigate to Goals to view your active Goals and access pinning, editing, and archiving options.
Pin Goals to the time screen
Pin Goals to display them on the Time screen where you log time entries. This makes it easy to track your progress while working.
Pin options
Pin for me: Click the pin button next to any Goal to pin it for yourself only.
Pin for everyone: Hover over the pin button and select "Pin for everyone" from the dropdown to make the Goal visible to all Users on your Account.
Pin for some users: Hover over the pin button and select "Pin for some" from the dropdown to choose specific Users who should see the Goal.
Note: You can choose either "everyone" or "some users," but not both at the same time.
Where pinned Goals appear
Pinned Goals show at the top of the Time screen with progress bars, making it easy to see how you're tracking toward your targets or budgets while logging time.
š”Tip: Pin Goals that you're actively working toward so you can monitor progress without switching between screens while logging time.
Edit Goal settings
You can edit a Goal if you are its current owner, an Account Admin, or have See & Report on Othersā Time, including through your Role. Edit & Manage Othersā Time alone does not grant Goal edit access. Reporting limited to your Role or being a supervisor does not independently grant it either.
Being included in a Goal, seeing it, or pinning it does not give you edit access. A Goal assigned to you can be visible without being editable by you.
When an authorised User saves a Goal, that User becomes its owner. For example, if an Admin edits and saves your Goal, ownership moves to the Admin. Creating the Goal originally does not guarantee that you are still its owner. If you do not have another permission that allows editing, that ownership change can affect your edit access.
If Edit is missing, check the signed-in User, current owner and permissions. If those checks do not explain it, ask your Admin or our support team to investigate, including the Goalās name and the checks already tried. You do not need to create a replacement Goal to investigate it.
To modify a Goalās settings, click the edit button next to the Goal on the Goals screen.
You can edit:
Goal name
Who should see the Goal
Goal type (Target or Budget)
Amount ā Time or Billable Amount
Filters (Users, Contacts, Tasks, Projects, Options)
Frequency (Every weekday, Every week, Every month, or Between specific dates)
Click Change Goal! to apply your changes.
ā¹ļø Note: Goals don't offer quarterly, half-yearly or yearly periods. Those are available on Contact and Project Budgets instead ā see Setting up a Budget.
Archive completed Goals
To archive a completed or outdated Goal, click the delete button next to the Goal on the Goals screen. You can also tick Archive this Goal while editing it.
Archived Goals:
Stop tracking new progress
Remain accessible for historical reference
Can be viewed by clicking the "Archived" sub-tab on the Goals screen
ā¹ļø Note: Archiving is permanent - archived Goals cannot be reactivated. Consider editing the Goal instead if you want to continue tracking with different settings.
Archiving is useful for completed projects, expired time periods, or Goals you no longer need to track actively.
You can repeat the process in the Archived Goals list to delete the Goal entirely.
