---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Align work with a goal or target

# Align work with a goal or target {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.

## Before you begin

Role required: sn_apw_advanced.spw_goal_user

## About this task

You can associate a goal or target with planning items as well as with any ServiceNow AI Platform table record.

From the Align work window, you can associate a goal or target with multiple planning items at a time. From the Planning items tab of the goal or target, you can associate a goal or target with only one planning item at a
time.

You can create goal or target relationships with a custom planning item from the Align work window only if the planning item table is added to the planning_item_types_allow_list
property. For more information, see [Enable custom item types in Strategic Planning](https://www.servicenow.com/docs/Zsx9A2I_E8XyapVVfKTCPQ "Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.").  
Note:  
When a goal or target relationship is created with a planning item (Project, Demand, or Epic) or any other ServiceNow AI Platform table record, the record appears on the Aligned work tab on the goal record.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceStrategy and Goals.
2. On the Strategy and Goals page, select the goal-based board for which your goal or target belongs to.
3. Select the Row context menu icon (![Row context menu icon.]()) of the goal or target that you want to align work and then select Align work.
4. On the Align work window, select items that you want to align.
   1. Select Planning item to align planning items or select Other item to align any ServiceNow AI Platform table records other than planning items.
   2. From the list of items, select the items that you want to associate with the selected goal or target.  
      Tip:  
      You can search for the required items by applying a filter on the Name or any other required column.
   3. Select Confirm.

   {#associate-work-with-goals-strategy__substeps_owl_j1j_m3c}  
   For a description of the field values, see [Goal/Target Relationship form](https://www.servicenow.com/docs/lEeJwylGZv5jdGaoVssZvg "Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.").
**Related tasks**   

* [Create a goal](https://www.servicenow.com/docs/QsoKdy3FnH4HLzyQHTE16g "Create a goal and set targets to measure progress and align with your organization's strategic priorities.")
* [Add a target for goal](https://www.servicenow.com/docs/VOmEZIem6fZ0jPfmLZssJg "Create SMART targets for goals to track and measure the progress of your goals.")
* [Duplicate a goal or target](https://www.servicenow.com/docs/qFcGzcKJxRHhxiHbTSLnAA "Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.")
* [Send a reminder for target actuals check in](https://www.servicenow.com/docs/s6~tvzy9n~acOrESb13ZnQ "Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date.")

*[\>]: and then