Objectives

Quick Answer: Objectives

Objectives is the Pro and Enterprise workspace for setting and tracking personal, work, and fund goals in My Workspace. It is separate from donation Goal Celebrations (the confetti milestone feature) and from Fund Analytics annual metric targets.

Find Objectives under My Workspace. Pro and Enterprise only.

Types of Objectives

Objectives come in three scopes:

• Personal — goals that belong to you. Only you and administrators can change the identity, target, or category of a personal objective.
• Work — shared team goals visible to active collaborators you add. Collaborators can post progress updates and link Action Items; ownership changes stay with you or an authorized administrator.
• Fund — objectives tied to a specific fund. Visibility follows your fund access in AlignMint. These are operational planning goals, not the per-fund donation targets tracked in Fund Analytics.

Creating and Editing Objectives

From the Objectives list, use the create button to start a new objective. Each objective has:

• Title and description — name and context for the goal
• Category and status — organize by area and track whether the objective is active, completed, or archived
• Target and due date — a numeric or milestone target with an optional deadline
• Scope — My (personal/work) or Fund, selected when you create the objective
• Collaborators — staff members you invite to post progress and link action items

Owner and administrator actions include changing the title, target, category, collaborators, hierarchy, and archive state. Collaborators can add progress updates and link existing Action Items, but cannot change the objective's core identity or reassign ownership.

Progress Updates

Anyone with collaborator access can post a progress update on an objective. Updates appear in the objective detail in reverse-chronological order. A Performance Snapshot on the Objectives list summarizes where things stand across your active goals for the selected scope (My or Fund) independent of any filters you have applied.

Linking Action Items

Objectives and Action Items integrate directly. You can link an existing action item to an objective from either side—the objective detail or the action item editor. Linked action items appear in the objective detail so related follow-up work stays visible in one place. Completing or updating an action item does not automatically close the parent objective.

Hierarchy

Objectives support a parent–child hierarchy so you can nest related goals. A child objective counts toward the parent's progress view. Hierarchy changes are owner and administrator actions.

Filters and Navigation

The Objectives list filters by status, category, due date, and cascade (include children). The My tab shows personal and work objectives; the Fund tab shows objectives in funds you can access. The URL preserves your selected tab, search, and filters so you can bookmark or share a filtered view. Detail pages open at a dedicated route so you can link directly to any objective.

Meetings Integration

An objective can be associated with a specific meeting. Participants of that meeting can read the shared objective; meeting sharing does not grant edit access or expose the owner's identity beyond what the meeting context requires.

Not the Same as Goal Celebrations

Goal Celebrations are the fund-level donation milestone confetti events that trigger when your donation totals hit daily, weekly, monthly, or yearly thresholds. Objectives is a separate Pro+ planning and accountability workspace for personal, work, and fund goals that you define and track manually.

Plan Availability

Objectives requires Pro or Enterprise. The My Workspace hub itself is visible on all plans; Objectives, Action Items, and related workspace productivity features unlock on Pro and above.

Related Guides

• Workspace Overview — the full My Workspace hub and plan availability
• Action Items — track follow-ups from meetings and objectives with multiple assignees
• Meetings — staff and one-on-one meetings with agendas and action item panels
• Goal Celebrations — donation milestone confetti on the dashboard