Track and support goals across Atlassian products
5 min
Beginner
By the end of this lesson, you'll be able to:
- Create topics to follow related projects and goals
- Save views to surface your work
- Create custom fields to collect the information you need
- Export data to CSV for further analysis
Track your progress toward goals with topics and views
Create topics to follow related projects and goals. Topics are collections of related projects and goals that users can follow and search for.
👉 For example: All goals and projects related to marketing work are part of the Marketing topic.
👉 Another example: All goals and projects related to a specific product are part of the same topic.
To add a goal or project to a topic, simply add a tag to it.
👇 Adding a tag to a goal includes it in that topic.
If you misspell a tag, it won’t appear in that topic. So make sure to select the existing tag you want from the search, or add a completely new one.
Users can follow a topic to receive notifications for any updates to goals and projects in that topic.
Save views to surface your work
In the goals or project directories, you can use filters to surface exactly the work you’re interested in. You can filter on any fields, including topics, and customize which columns appear.
👇Use filters to surface the work you want to see.
Then, you can create a saved view that you can share with others and embed in Confluence pages.
👇Save views, then share and embed them.
Analyze your goals and projects further
Create custom fields to collect the information you need. Workspace admins can add custom fields to all projects or goals in a workspace to collect information that’s relevant to your organization.
👉 For example: You can add a field for department, budget allocation, or sponsor.
You can choose from several types of field: text, number, single user, multi-user, single-select text, and multi-select text.
To configure custom fields:
- In Atlassian Home, select Settings (represented by a cog icon in the top-right corner), then Field settings.
- Select the Project or Goal tab to add a custom field for projects or goals.
- Select Add field, then Create a new field.
- Enter a descriptive name.
- Choose a field type.
- If you choose the Select field type, you can specify the options users can choose from.
- Enter a description so users understand what to use the field for.
- Select Save.
Custom fields appear in the right panel on a project or goal page. You can also filter and search on custom fields.
👇Here’s where custom fields appear on a goal.
Export data to CSV for further analysis
You can export your search results for goals or projects in a CSV file. This enables you to complete further analysis in a spreadsheet tool and share the results with users outside of your Atlassian site.
👉 For example: You can save goal search results to a CSV file, then use another tool to examine which goals from last quarter don’t have tags.
To export data to CSV:
- On the Projects or Goals pages, filter the search results as needed.
- Above the search results, select More actions (represented by ···), then Export CSV.
👇Export your search results to CSV.
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next lesson
Use goals to track your OKRs across Atlassian products
- How can you align your organization to a shared mission?
- Why should you use OKRs?
- How does Atlassian support an organization’s OKRs?
- How do you set effective OKRs?
- Let’s explore some examples