Align work with a goal or target

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.

시작하기 전에

Role required: sn_apw_advanced.spw_goal_user

이 태스크 정보

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.

주:

When a goal or target relationship is created with a planning item (Project, Demand, or Epic), the record appears on the Aligned work tab on the goal record.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Strategy 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 () 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.
      팁:

      You can search for the required items by applying a filter on the Name or any other required column.
   3. Select Confirm.

   For a description of the field values, see Goal/Target Relationship form.

관련 태스크

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