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How to Create a Goal with Milestones

Last updated on Jun 24, 2026

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1. Open Goals Module

Click on the Goals icon present at the top-left of your Peoplebox homepage

Open Goals Module

2. Click on Create Goal Button

At the top-right side of the page, you will see a Create Goals button. Click on it to start creating goals

Click on Create Goal Button

3. Creating a New Goal

After clicking the Create Goals button, the Create Goals page will open. On this page, enter the Goal Name that you want to create

Creating a New Goal

4. Adding Goal Details

In the goal details section, select the Goal Cycle for the goal and add the Owners of the goal

Adding Goal Details

5. Select Goal Type

Select the Goal Type from the available options under the Goal Type section. It can be Department, Individual, or Company, depending on the requirement

Select Goal Type

6. Setting Goal Visibility

Next, select the visibility of the goal, which defines how the goal will be visible within your organization. You can choose from the following options:

  • Public

  • Private

  • Custom

Each option includes a short description that explains who will have visibility when it is selected

Setting Goal Visibility

7. Selecting Progress Type for Goals

Select the progress type to measure your goals

Note: If Default Progress is selected, milestones cannot be added. In this case, you must choose another progress type to enable milestone tracking

Selecting Progress Type for Goals