Targets

Create and track targets for your team with progress, comments and AI insights.

Set clear targets, assign members, track completion with sliders, and document context with comments. Optional AI summaries help you stay on top of what matters.

Create Targets Fast

  • Create a new target in seconds with title, description, team and status.
  • Use the optional "Generate with AI" button to get a concise description from the target title.
  • Set a deadline so the target appears on Recent Events and Calendar on the due date.

New Target

Create a target and assign it to team members

DetailsKey Themes
Assigned Members *

Select at least one person from the team.

Alex ChenSam JonesJordan Lee
Generate with AI

Optional. Shows on Recent Events and Calendar on the due date.

Assign Members

  • Assign one or more team members to each target so everyone knows who is responsible.
  • Filter the target list by status (On Track, Off Track, Completed, Cancelled) to focus on what needs attention.
  • Link targets to Key Themes to connect them with the rest of your work.

All targets

TitleTeamStatus
Increase Q1 Revenue by 20%PlatformOn Track
Launch new onboarding flowProductOn Track
Reduce support ticket backlogOperationsOff Track

Track Progress

  • Adjust per-member completion sliders (0–100%) so you can see progress at a glance.
  • Overall progress is calculated from assigned members and shown on the target detail page.
  • When everyone is at 100%, move the target to Completed with one click.
Overall progress

Focus on enterprise deals and renewals.

72%

In progress

Based on assigned members' progress

Assigned members progress
  • Alex Chen40%
  • Sam Jones75%
  • Jordan Lee100%

Document Comments

  • Add comments to targets to capture context, updates and decisions.
  • Filter comments by assigned member so you can see each person's input.
  • Edit or delete your own comments; attribution is tied to the selected member filter.
Comments
Alex Chen

We should prioritise the enterprise pipeline this week.

Sam Jones

Agreed. I'll update the deck by Friday.

AI Summary

  • On each target detail page, an optional AI summary reviews the target and suggests priorities.
  • Pro users can enable AI summaries in preferences for a quick, contextual overview.
  • Summaries help you focus on what to do next without re-reading everything.
AI Summary
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