Add Goal Tags: Advance Strategy Model Customization

The strategy model that you enable decides the structure and the components on which your strategic plan is built. We provided you with the option to enable other famous strategy models like Balanced Scorecard, OKR Framework, etc., and also let you to customize the name that you wanted your component to have. Further, to give you even more granular control, we've introduced goal tags - these're properties that define a goal, and can be used to identify different categories of work.

Adding tags to the various entities help

• build a plan with clear distinction between the various "tags" of work, i.e., distinguish between strategic and operational objectives, or categorize projects by type "sustainability", "transformation", "process improvement", and so on.
• communicate and/or drill down to the specific "tags" of work that matter to key stakeholders, i.e., report on health and progress of the "sustainable" initiatives, view how the "financial KPIs" are performing over time, and so on.

A few more examples of goal tags are - strategic, operational, qualitative, performance, process, financial KPI, sales KPI, return on investment, and so on. These can be defined for any component of the strategy model - plan, focus area, objective, measure, project, and action.

How to define "goal tags"?

From the profile picture/initials, click Settings > Admin > Strategy model tab. Click Customize against the entity to which you want to add the tag to.

Under Tags, enter the name of the tag into the text box, choose a color, and click Add.

You can add any number of tags that you wish to define for an entity. Click Add, and the tags added to an entity is displayed under it.

How to add "tags" to the focus areas and goals?

Once the tags are defined in the strategy model, when you add an entity that has the tag defined, you'll see Tag  field alongside the Title.

This field is mandatory and you need to either choose the tag from the available options or select "No tag". Note that, you can choose only one tag from the list for an entity.

The added goal tag will be listed in the Planner, Goal hub, Focus area (Objectives tab) pages and as well as in the Sidebar views.

If you wish not to have a tag added to an entity, you can choose No tag from the list.

How to add tags to the plans?

Once tags are added to the plans in the strategy model, choose the relevant plans, and from the Planner page:

1. Click the three dots against the plan name.

2. Select Plan Settings.

3. In the Tag field, choose the relevant tag from the list. If you do not wish to add any tag, then select No tag from the list. Note that, you can choose only one tag from the list for a plan.
   

   
4. Click Save.

New plan: If you've the tags added in the Strategy Model, then you can also set a tag to the plan when you create it.

The added tag will be listed under the plan name in the Planner page. Also, they'll be seen beneath the plan in the All Plans page, Recently viewed cards and in the Plans tab of the Focus area page.

How to edit or delete a "goal tag"?

From the Strategy model tab, click Customize against the relevant entity. Hover the mouse over the tag to see the edit ( icon) and delete (trash icon) options.

While you can simply click the pencil icon to edit the name, and have the change reflected, you need to be careful while deleting a tag.

FAQs

How do I view the "tag" information in reports? Is it possible to sort, group or filter goals in a plan by tag?

When you create an Objectives table in reports, you can choose Tag from the Table columns if you just wish to see the tag across each entity. You can also group by the tag information to display objectives based on their tags - select Tag in Group by, or apply filters to display data based on certain Tags.

Also, create a Discover View and choose Tags in columns or as a filter to focus on the data that you wish to see.

In case of dashboards, you can also filter the entity by Tags to build visuals with Custom charts. However, Tags are not available for filtering if Plan or Focus area is chosen as data source.

Can I customize the colours for the tags I define?

No, you cannot customize the colors.

What happens when we switch to a different framework?

The existing tags that're defined will be applied to the new framework to which you switch. These tags can be modified later.

Can we assign specific custom fields to each tag?

Not at this point in time. Use custom fields to capture data that will add more context to your goals, and this can be restricted to a plan. However, tags are properties that define the category of work which is mandatory for every goal, and cannot be restricted to a plan.

I already have goals in my workspace. How'll those get affected by this functionality?

Every goal which was already added will be set to "No tag". However, when you add any new goal, it is mandatory to add a tag.

Can I add multi-tags or multiple tags to the same entity?

While you can define or add multiple tag to an entity (plan, focus area, objective, measure, etc.,), you can choose only one tag per entity while applying or tagging them from the available list.

I do not want some of my goals to be specified with a tag, although I do not want to remove it altogether from the workspace.

You can set those goals as No tag, if you do not wish to specify.

What'll happen if my subscription is downgraded from Essentials or Enterprise+?

On downgrading, the existing tags defined and added will be available but hidden. However, the tags will be retained as such and reverted back if you again upgrade to Essentials or Enterprise+.

Can I add different tags to plans, focus areas, objectives, etc.,?

Yes. While you can define different tags that you wish to have for your plans, focus areas, and so on, you can choose only one relevant tag from the list when creating or editing a plan, focus area, etc..