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Targeting Backlog Goals/Objectives

Overview

You can track objectives by targeting them to allow teams to focus on the applicable objectives designated for a specific project or release. In some cases, that is simply the high-level project in which the objective is defined, with all its lower-level projects inheriting the goal. But other situations might call for a more granular approach. You might want to change objectives from a high-level project to a lower-level project.

Steps

  1. Go to Product Planning > Objectives.

  2. From the grid, click on an objective to which you want to target to one or more projects.

  3. On the The Backlog Goals/Objective detail page, click Show Relationships to open the Target In Project subsection.

  4. In the Target In Project section, click Assign.

  5. In the Target In Project window opens displaying all available projects you can choose to target the selected objective.

  6. Scroll through the list and click Add for each project you want to target, and then click Close Window.

 

Note that if you want to add the Object/Goal while using the Release Scheduling page, you will need to do one additional step. By default you cannot select the Targeted option, so when you add it, the goal will appear to just disappear. What you need to do is add the Targeted column to the Goal's grid. The Objectives grid in Release Scheduling can be customized to add the Targeted column. Then when you add one inline, you can select Targeted.
Here is a screencast of this in action: https://www.screencast.com/t/skP0yth2Qj