Initiatives

In Etho, you can create long-term goals with Goals. Goals are designed to be a group of Rocks (which consist of their own To-Dos) that contribute to the larger goal. This layered structure enables you to manage and track progress at different levels—from the granular To-Do level to the broader Goal level. By grouping Rocks together under a single Goal, you can focus on achieving a strategic objective while monitoring the performance and timelines of each individual Rock.

Here’s how to create an Goal.

Step 1: Open the Goal Creation Modal

1. Navigate to the Goals page (Rocks > Goals List).
2. Click the “+ Goal“ button at the top of the page.

Step 2: Enter Goal Details

1. Start Date & Due Date: Select the appropriate start and end dates from the date picker fields.
2. Goal Name: Enter a descriptive name.
3. Owner: The person who will oversee the Goal.
4. Team Members: Individual users who need to view and interact with the Goal.
5. Viewers: Individual users who only need to view the Goal but aren’t contributing members.
6. Select Existing Team: Add entire Teams to the Goal.
7. Meetings: If needed, select one or more meetings from the dropdown. This will associate the Goal with the selected meetings.
8. Rocks: If there are Rocks already created that need to be associated with the Goal, select them from the dropdown.

Step 3: Add New Rocks to the Goal

1. In the Add New Rock button, and you will see a default Rock block.
2. Fill in the Rock details.
3. If you wish to add additional Rocks, click the “Add New Rock“ button. A new Rock block will appear—repeat the fields as needed.

Step 4: Submit the Goal

1. Review all the entered information.
2. Click the “New Goal“ button at the bottom of the modal.

Step 5: Verify Goal Creation

1. After submission, your new Goal will be listed on the Goals page.
2. You can click the Goal title to review details or and update as needed.