Use this article to link a goal under a parent goal in Workleap, so that progress and alignment roll up. A goal has at most one parent, and the parent must be at the same level or higher: a personal goal can sit under any goal, a team goal under a team or organization goal, and an organization goal only under another organization goal.
Who can use it: anyone who can edit the sub-goal (its creator, its owner, Executives, and Collaborators), as long as they are also the creator, owner, or a contributor of the parent goal. Because everyone contributes to an organization goal, anyone who can edit their own goal can align it to one.
Before you start
You are logged in to the new Workleap experience.
The parent goal exists, and you create, own, or contribute to it.
Pick a parent goal
You align a goal from its own form, when you create it or edit it later.
Log in to Workleap and open the goal. Select Edit goal, or start a new goal.
Under Define your goal, go to Align as a sub-goal of. The line below it tells you which levels are allowed, for example This is a Team goal, so only Team or Organization goals can be its parent.
Search or select a goal in Search or select a goal to connect as a sub-goal. The list only offers goals you can align to: the right level, and a goal you create, own, or contribute to.
Save the goal. On the goal page, Parent goal shows the parent with its type.
If the parent uses Sub-goals with Auto-update from sub-goals, your goal's progress now counts toward it (see How is a goal’s progress calculated (simple, metrics, or sub-goals)?).
Unlink a goal from its parent
Unlinking removes the parent relationship without deleting either goal.
Open the goal and select Edit goal.
Under Align as a sub-goal of, clear the parent.
Save the goal. Parent goal disappears from the goal page, and the former parent's progress is recalculated if it rolls up automatically.
What the parent's owner sees
The owner of a parent goal can read every direct sub-goal of that goal, even a sub-goal set to Owner and contributors only that they couldn't otherwise see. This goes one level down only: owning a goal shows its children, not its grandchildren. Other people who can read the parent don't get this access.
When you open a goal whose parent or sub-goal you can't read, that related goal appears as restricted: you see that it exists and its weight, not its name or owner.
Limitations and workarounds
One parent per goal. To move a goal under another parent, pick the new parent; the old link is replaced.
Level rule. A team goal can't sit under a personal goal, and an organization goal can't sit under a team goal. Change the goal's type first, or pick a parent at the right level.
Changing a goal's type must fit its parent. A personal goal under a team goal can't become an organization goal while that link exists. Unlink it first, or pick a compatible parent in the same edit.
You need a role on the parent. If the goal you want as parent doesn't appear, you are neither its creator, owner, nor a contributor. Ask its owner to add you as a contributor.
Related
How do I create and publish a goal?
How is a goal’s progress calculated (simple, metrics, or sub-goals)?
Who can see and edit a goal?