Working with the goal tree

What's a goal tree?

Leapsome's goal tree allows you to visualize dependencies and alignment between different goals. It helps employees to understand how their individual goals contribute to team or company level goals. It also helps to highlight dependencies between different goals.

How do I set up the goal tree? And what are parent goals?

First, ensure that in your 'Admin settings' for Goals & OKRs, the section 'Enable team and company goals, the parent goal attribute, and the goal tree (OKRs)' is enabled. 

To generate the goal tree, you need to link goals to a parent goal. To do this, click 'Edit' on a goal, scroll down to the section 'Align to a parent goal' and select the goal that your current goal should be linked to. Don't forget to 'Save and Activate' afterwards. It's important that the parent goal you want to link the new goal to is created beforehand. Once goals are linked to parent goals, you will then generate a goal tree that is dynamically calculated. Please note that key results are not currently shown in the goal tree. 

Which goals show in the goal tree?

To show up in the goal tree:

• A personal goal needs to have at least one child and / or a parent (otherwise, it will appear in the 'Unassigned personal goals' bucket.
• Team or company goals will automatically appear at the top level unless you manually assign them a parent. 
• All goals which are on the same level because they have the same parent goal are displayed in alphabetical order.
• The goal displayed at the top of the goal tree is your company vision. You can change your company vision in the admin settings.