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How Do I Use a Template to Create a New Goal? | Sibme Help Center
How Do I Use a Template to Create a New Goal? | Sibme Help Center

Templates are a great way to align your entire account on goal expectations. It makes it easy to create a goal in just a couple of steps.

TJ Hoffman avatar
Written by TJ Hoffman
Updated over a week ago

Who is this article for?

Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.

  • Admin

  • Super Admin

  • Account Owner

Steps to accomplish the task:

Step 1: Click on the Goals Tab from the top menu or from inside your Workspace or Huddle or click the goals button from your home screen.




NOTE: If you click on the goals tab in your Workspace, you will only be able to create a goal for yourself.

If you click on the goals tab in a Huddle, only Huddle participants can be added as Goal Owners/Collaborators for that Goal.

NOTE: Both Huddle Goals and Workspace Goals can be created by clicking on the Goals menu option or by clicking on the “View Goals” button on the Home Screen. But only a Huddle Goal can be created from a Huddle and only a Workspace Goal can be created in your Workspace.

Step 2: You can create a new goal by clicking on the Green Plus button or by clicking on “New Goal” in the center of the screen (if you are not currently participating in any goals)

If you are creating a new goal by clicking on the Goal Tab in your Workspace or in a Huddle, skip to step 4.

Step 3 (in the Account-Wide Goals area only): Select if you would like your goal to be a Huddle Goal, a Workspace Goal, or an Account-Wide Goal. To learn more about the different Goal Types, click here.

Step 4: Select who you want to own the Goal. The Goal Owner will be the person who works on the goal and who will be given “credit” for Goal progress. Your three options (you will not see all three depending on where you are creating the goal and your user role permissions.

  • An Individual: You are creating a single Goal for a single user to work on by themselves.

  • Many Individuals: You are creating a single Goal for multiple users to work on by themselves. Each user will only see their own Goal, but Collaborators and Account Owners/Super Admins (depending on account permissions) will be able to see progress for all Individuals in a list view for this type of Goal.

  • A Group: You are creating a single Goal for multiple users to work on together. This means that multiple users will be able to add evidence, reflection, and measurement to the same action item and see one another’s work.

To create a goal from a Template, choose “New from Templates” below the option you wish to select.

Step 5: Select from the list of Templates provided. Click here to learn more about creating Templates. You can click Details to see the Action Items connected to each Template.

Click Choose to use the Template.

Step 5: Add Goal Owners and Collaborators to your Goal. Search for someone in the search box, or click the Directory button for a list of all Users and Groups. Select the User you wish to add and then click the blue Add button.

After you click Add, the users will show up on a list.

Note: If you are creating a Huddle Goal in a Huddle, you will only see Huddle Participants in the list.

If you are creating a Huddle Goal from the Account-Wide Goals area, you will first need to select the Huddle where you want to add the Goal, and then you can click “Roles” to assign roles to Huddle Participants.

Select Huddle View:

Assign Roles to Huddle Participant’s Popup:

Step 6: Select the role you would like for each User by clicking on the tile next to their name. You must add at least one Owner for each Goal. Collaborator Roles will not be able to be selected if you have selected Owner for that User. Selected roles will turn dark gray.

Once you have added all the users you need to your goal, click Next.

Step 7: You can edit the title of the Goal created from the template. You must add a start date and an end date. You also have the option to create a description for your Goal and add categories to it. Click Next.

Step 8: Create Start and End Dates for Action Items

On the next screen, you will see the Action Items created from the Template.

The only thing you must do for each Action Item is to add a Start Date and End Date by clicking the Pencil Icon next to each Action Item. You also have the option to edit the Title and edit/add an Action Item description and choose whether to Add Measurement for the Action Item.

If you Add Measurement, you can choose to Measure progress either with a number (#) or with a percentage (%). Measurement will affect progress on Action Items and Goals.

Once you have added a Start Date and End Date for an Action Item, it will turn from pink to white. Once you have added Start Dates and End Dates for all Action Items, you can click Next to continue.

Note: You cannot click Next if you have text in the Title, Start Date or End Date Categories.

Step 9: Review your Goal on the final page. From here, you can click Optional Settings to enable/disable them. Click Save and Publish to set your goal live. If you would like to save the goal but not publish it live, click the arrow in the green button and select Save Only.

What’s Next:

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