How to use goals

Overview

This guide walks you through creating a goal in TheyDo and building it out — from setting properties and status to linking opportunities and solutions. Once built, your goal gives your team a clear view of how the work connects to a strategic outcome.

Before you start

  • You need goal edit permission in your workspace to create or update goals.
  • Goals are subject to plan limits. Depending on your plan, the number of goals you can create may be capped. If you've hit your limit, you'll see an upsell prompt when you try to add more.
  • If your workspace uses a custom label for opportunities (for example, "Pain Points"), that label will appear throughout the goal-building experience instead of "Opportunities."

Create a goal

  1. Go to Goals in the left sidebar.
  2. Click + Goal.
  3. Give your goal a name and press Enter to save it.

The goal opens in full-page view, with the Table tab selected by default.

Set goal properties

Before you can save any updates to a goal, you need to set a status — this is required.

  1. Open your goal.
  2. Click Details to open the details panel (opens as a side panel by default).
    • To open as a modal or full page instead, right-click Details and select your preferred view.
  3. Set a Status for the goal. Options typically include states like In Progress, On Hold, and Completed.
  4. Fill in any additional properties — such as Owner, Type, Group, or Color — to make the goal easier to track and filter in the library.
  5. Add a description to give your team context on what this goal is about and why it matters.

Tip: Adding a group and color helps when filtering goals in the library, especially across larger workspaces.

Linking building blocks to your goal is how you build out the opportunity-solution structure and start tracking progress.

  1. Open your goal and go to the Table tab.
  2. Click + Add opportunity (or your workspace's custom label) to link an existing opportunity, or create a new one.
  3. Click + Add solution to link solutions to the goal or to an opportunity within the goal.
  4. To import building blocks from a specific journey, use the Import from journey option within the Table tab.

Note: The Table tab is the only place you can import building blocks from journeys into a goal. The Journeys tab is read-only.

Track progress

Once opportunities and solutions are linked, TheyDo automatically calculates a progress score based on their workflow statuses.

  • The progress bar appears at the top of the goal page and shows segmented completion — opportunities first, then solutions. Hover over it for a breakdown by category.
  • If you set a manual status that differs from the computed progress, the bar updates to reflect your manual status instead.
  • When you mark a goal as Completed, a short celebration animation plays.

You can also switch to the Journeys tab to see which journeys are connected to the goal — useful for understanding which parts of the customer experience your goal relates to.

Tips

  • Set status early. It's required before any goal updates can be saved, so it's worth doing right when you create the goal.
  • Use the matrix view within the Table tab to help prioritize opportunities by impact.
  • Keep goal names outcome-focused rather than output-focused — "Reduce customer effort in onboarding" is clearer than "Onboarding project."
  • Use the Goals library to filter and sort across all goals in your workspace, export a CSV, or apply bulk edits.