Generate insights for a goal

Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

시작하기 전에

중요사항:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: sn_apw_advanced.spw_goal_user

이 태스크 정보

The Goal insights skill analyzes the goal, its targets, subgoals, and aligned work, then delivers concise, data‑driven insights—including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

The skill analyzes the real-time data — including check-in patterns, comments, and planned versus actual progress — to forecast goal status and surface proactive recommendations.

주:

Only the owner or contributors of the goal can generate insights for the goal.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
2. Select Favorites, Shared with me, Created by me, or Public, depending on where the board is located.
3. Select the board that contains the goal for which you want to generate insights.
4. From the list of goals, select the Goal insights icon next to the goal.

   Alternatively, you can select Show insights on the goal's full details page.

   The Goal insights side pane appears to process the insights for the goal. After a while, the Insights by Now Assist pane shows the insights for the goal including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

5. Review AI-generated insights to identify risk, assess forecasted statuses, and act on recommendations before goals fall off track.

관련 태스크

• Create a goal
• Add a target for goal
• Duplicate a goal or target
• Align work with a goal or target
• Send a reminder for target actuals check in