Visibility on personal goals from someone else shared with you

Hi community,

I’m relatively new to Asana - we’ve implemented it recently and are in the midst of rolling it out to multiple teams. I have the role of ‘Asana guru’ in our organization, but am obviously still learning myself ;-).

Do you know how my colleague can find my personal goals that I have shared with her?
So they are “my goals”, set to “private to members” and shared with 1 person with Commenter rights.
She got a notification on this in her inbox and can click through to the goal from there, but that’s not an efficient way of keeping track.
We want her to be able to see any personal goals from others that are shared with her in the section Goals as well, besides Company Goals, Team Goals and her own ‘My Goals’.

Thank you for any tips,
Malu

Hello @Malu_Knippenberg

Welcome to the forum and all the best with your ‘guru’ role! It will be fun.

If she goes to the ‘Teams Goal’ and click on filter. She should be able to filter by ‘owner’
Can you try that and see if she entered your name, whether she should be able to see the goal?

Hi @Rashad_Issa apologies for my late reply, it escaped my notice.
Thank you for your suggestion, we tried it but unfortunately the goals I shared with her did not come up in her Teams Goal filtered on me as owner.
It did work if I added the team and she selected the team, but these are my individual goals and not the whole team should be able to see them. I simply wanted to share them with her as my manager.

It would be great if the forum has more suggestions :slight_smile:

Best,
Malu

@Malu_Knippenberg,

She can see goals shared with her using a saved Advanced Search report. Start by specifying an Advanced search:

When the search results page is the way she wants, click the Star, give the search a title, and see it from then on, always currently refreshed, in the left sidebar.

If you’d like, add a new English Forum > Product Feedback request to add a new Shared tab to Goals (but it may not align with Asana’s most common Goals uses).

It sounds like your goal is not a Team or Org-wide goal; if it was, then Rashad’s approach would have worked from either the Company or Team goals tabs in the Goals module itself.

Thanks,

Larry

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