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Achieve even more with our goals template

Break down your goals into action steps that you can easily prioritize, assign to team members, and track for progress. Templates

Pick a Template

Our goals template is the perfect starting point for creating an action plan. With a goal planner template, you can focus on the actions that will help you achieve your goals, tracking your progress along the way.


Customize It

Fully customize your plan to match your needs and meet short and long term goals. Assign ownership, add start and end dates for each item, attach relevant details and files, set priorities, and more.


Execute Your Plan

Sometimes, plans require adjustment. On a Work OS, it's simple to alter your action steps as needed on the go. Keep all materials organized so you can spend more time focusing on reaching your goal.

Quarterly Objectives Template

Meet your objectives

When it’s your job to ensure your company meets short term goals and objectives, monitoring team members' progress can be difficult and laborious. Having a way to manage this responsibility is crucial if you want to meet important goals to the required standard, on time, and on budget.

Creating a file for each of the high-level objectives you oversee can work, but you may find yourself opening and closing multiple files, suffering from data overload, and losing track of what you have and have not reviewed. With goals template, you not only have a single point of access for all of the information related to an objective, but you can monitor your team's progress across all objectives in one, single view.

Other benefits of using this template

  • Easily organize information:
    Use the updates bubble on each entry to store files, make notes, have conversations with team members, and even maintain a question and answers section.
  • Prioritize by urgency:
    Attach a priority to each objective and filter or display objectives according to how urgent they are.
  • Access alternate views:
    Use the table view for a basic overview of all information or change to one our other 9+ views to see item status, owner, or priority.
  • Communicate your goals:
    Quickly share your goals template with teammates and management. Rather than sending multiple status update emails, add stakeholders to the board for real-time updates.