Manage goals

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→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.

→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.

Manage goals

On April 9, 2026, the Objectives module was renamed to the Goals module to better differentiate it from the OKR module. Items created within this module are now called goals.

Manage goals (old navigation)

Set up goals

Each goal can be set using:

  • Basic goals – just like with BigPicture tasks, such goals will be only visible via the app and not in the Host Platform (your Jira Instance)

  • task-based goals – pick from the list of existing tasks in the scope of a Box. 

Security

You can configure the Security settings in the Box Configuration and Business Administration.

To Add, Edit and Delete goals you need one of the following Security roles:

  • Box Editor

  • Box Admin

Moving goals: drag-and-drop

When you hover the mouse over an goal, six dots appear on the left of it. Click them (left mouse button) and move an goal into a new position. You can:

  • change the order of goals

  • move an goal to a different swim lane

  • move an goal to a different column

Objective page, move button highlighted

Right-click dialog menu

Right-click on an existing goal to see a list of available operations:

Context menu when clicking on an objective

Adding goals

To add an goal, click the + in one of the TImeboxes:

The plus icon for adding objectives

goal name can consist of up to 255 characters:

Objective with a long name is highlighted

Closed Boxes

goals can't be added to closed Boxes.

The plus icon for adding objective is greyed-out

Basic and Task-Based goals

Each goal can be set using basic goals which are stored by the App and will not synchronize with Jira or other connected tools.

Task-Based goals

Any task that is in a Box scope can be added as an goal in the goals module. That includes both Jira and Trello tasks. 

To add a task-based goal:

  1. Navigate to the goals module

  2. Click + to add a new goal

  3. Click the toggle switch next to the goal name field

  4. Search for a task

Searching for task drop-down list

Basic goals 

Basic goals are added manually directly in the app. They don't correspond to any tasks or other items in your integrations. 

Just like with BigPicture tasks, such goals will be only visible via the app and not in the Host Platform (your Jira Instance)

Objective, basic objective toggle switch
Objective based on Jira issue is highlighted

Associated work

Associated work can be added to all goals (basic goals and task-based goals).

Basic goals cannot be added as associated work - only tasks can be nested under goals. 

Add associated work window, drop-down list

goal Owner

You can associate resources with goals. User avatar will be shown next to an goal. 

Objective owner highlighted

Steps

  1. Double left-click on a given goal. An editing box will open. 

    Details window for objective
  2. Click on 'Positions' to expand.

    Objective details window, Position option

  3. Click the 'Select user' drop-down.

    Objective details, Owner selection

  4. Use the search box to find a user. Click on the user to select them.

    Objective Details, starting typing name

  5. Hit 'Save' to confirm.

    Objective details, save button

     

Manage goals (new navigation)

Set up goals

Each goal can be set using:

  • Basic goals – just like with BigPicture tasks, these goals will be visible only in the app and not in the host platform (your Jira instance).

  • task-based goals – pick from the list of existing tasks in the scope of a box. 

Security

You can configure the security settings in the box configuration.

To add, edit, and delete goals, you need one of the following security roles:

  • Box Editor

  • Box Admin

Moving goals: drag-and-drop

When you hover the mouse over a goal, six dots appear on the left of it. Click them (left mouse button) and move a goal into a new position. You can:

  • Change the order of goals

  • Move a goal to a different swim lane

  • Move a goal to a different column

Screenshot of moving goals in the Goals module.

Right-click dialog menu

Right-click on an existing goal to see a list of available operations.

Screenshot of right-clicking the goal's dialog menu.

Add goals

To add a goal, click the + in one of the timeboxes. A goal name can consist of up to 255 characters.

Screenshot of the Add goals button.

Closed boxes

Goals can't be added to closed boxes.

Screenshot of the closed box in the Goals module.

Basic and task-based goals

Each goal can be set using basic goals, which are stored by the App and will not synchronize with Jira or other connected tools.

Task-based goals

Any task that is in a box scope can be added as a goal in the Goals module. That includes both Jira and Trello tasks. 

To add a task-based goal:

  1. Navigate to the Goals module.

  2. Click + to Add a new goal

  3. Click the toggle switch next to the goal name field.

  4. Search for a task.

Screenshot of adding a task-based goals.

Basic goals 

Basic goals are added manually directly in the app. They don't correspond to any tasks or other items in your integrations. 

Just like with BigPicture tasks, such goals will be only visible via the app and not in the host platform (your Jira instance).

image-20260420-095132.png

Associated work

Associated work can be added to all goals (basic goals and task-based goals). Basic goals cannot be added as associated work - only tasks can be nested under goals. 

Screenshot of associate work for a goal in the Goals module.

Goal owner

You can associate resources with goals. User avatar will be shown next to a goal. 

Screenshot of the goal owner in the Goals module.

Steps

  1. Double left-click on a given goal. An editing box will open. 

  2. Click Positions to expand.

  3. Click the Select user drop-down.

  4. Use the search box to find a user. Click on the user to select them.

  5. Click Save to confirm.

Screenshot of assigning a goal owner in the Goals module.

 

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