# Assigning Goals To Tasks

Source: https://docs.astalty.com.au/guide/tasks/assigning-goals-to-tasks

> Link a task to one or more Participant goals to track progress.

## Overview

Tagging a task to a Participant's Goals records the work you are doing towards each Goal. When you come to write a progress report, you can open a Goal on the Participant's profile and see every task tagged to it.

Before you can tag Goals, the task needs a Participant selected, and that Participant needs at least one Goal on their profile. See [Goals](https://docs.astalty.com.au/guide/participants/goals) for how to create them.

The **Goals** tab appears on the Professional plan and above, when you can view the Participant's Goals. Adding or detaching Goals also needs you to be able to edit the task: it must be yours, or you must be an Admin or Manager. See [Who Can Do What With Tasks](https://docs.astalty.com.au/guide/tasks/understanding-tasks#who-can-do-what-with-tasks).

## Adding Goals to a Task

1. From the [Task Board](https://app.astalty.com.au/tasks/task-board), open the task you want to tag.
2. Select the **Goals** tab.
3. Click **Add Goals**.
4. Tick each Goal you want to tag to the task.
5. Click the add button to tag them all at once - it counts your selection, so it reads **Add 1 Goal** or **Add 3 Goals**.

![The Add Goals drawer on a task, with one of three Goals ticked, 1 goal selected shown above the table, and the button reading Add 1 Goal](https://docs.astalty.com.au/assets/tasks-add-goals-drawer-guide.png)

The drawer lists each Goal with its **Goal type** and **Status**, so you can tell similar Goals apart before you tick them. Type a Goal name into the search box to narrow the list, and use the tick box in the table header to select every Goal currently listed. A count above the table shows how many you have selected.

The add button stays greyed out until you tick at least one Goal.

> **Which Goals Appear in the List**
>
> The list shows the Participant's Goals of any status, including ones already marked *Achieved* or *Unattainable* - useful when you are recording work against a Goal that has since been met.
>
> Two kinds of Goal are left out: archived Goals, and Goals already tagged to this task. If the list comes up empty and the Participant does have Goals, each of those Goals is either archived or already on the task.

> **Tasks Without a Participant**
>
> A task that has no Participant selected has no Goals to draw on, so the drawer shows *No goals available*. Select a Participant on the task first, then add the Goals.

Once added, the Goals are listed on the task's **Goals** tab.

![The task's Goals tab with one Goal highlighted in the list, showing its Name, a Goal Type of Long Term and a Status of In Progress, below the Add Goals button.](https://docs.astalty.com.au/assets/g3-1726812294.png)

## Viewing the Tasks Tagged to a Goal

Open the Participant's profile, select **Goals**, and click the Goal you want to review. The Goal shows the list of tasks tagged to it.

![A Participant's Goal Summary page showing the Goal's details, Description, Achievement Strategies and Achievement Barriers, with the Tasks list highlighted below, showing one tagged task with its date, Done tick, name and time.](https://docs.astalty.com.au/assets/g5.png)

## Removing a Goal From a Task

On the task's **Goals** tab, click the three dots to the right of the Goal and select **Detach**. The Goal is removed from the task straight away.

Detaching only removes the link. The Goal itself stays on the Participant's profile, and any other tasks tagged to it are unaffected.

![The task's Goals tab with numbered markers on a Goal's three-dot menu and on the Detach option it opens.](https://docs.astalty.com.au/assets/g4.png)