Goal Tracker App Template

Documentation Deployment guide Architecture

The importance of setting goals is well known to successful organizations. They hold you accountable, tell you what you truly want, and help propel you forward. Whether the goals are professional or personal, many of us simply state our goals but fail to set deadlines and track our progress toward achieving them.

The Goal Tracker app is a comprehensive solution that lets you set up your team and individual goals in Microsoft Teams, update and share the progress of goals, and integrate seamlessly with existing channels and teams.

As a team member, this app template can be utilized to set your personal goals, update progress, save notes directly from Teams (or any other application as a link), praises that you got for your work, or anything else relevant for any review! As a manager, you can set your team's goals in addition to your personal goals. Team members can align their personal goals to team goals. A simple bot command can help you to view the progress against your team goals. Team goal progress is automatically updated according to the updates on personal goals by your team members. Also, the app notifies your entire team to update progress as per the frequency selected, and maintains the history of your goals up to 1 year.

Key features

With the Goal Tracker app in Microsoft Teams, all users can:

  • Set up personal goals
  • Save teams messages as notes to record milestones or progress for your goals
  • Organize and prioritize your goals in the personal board
  • Align personal goals towards teams’ goals and collaborate with managers or coworkers in a team
  • Get timely reminders to help you stay on track, update goals right in the Microsoft Teams interface
  • Mark progress for personal goals. Status updates on personal goals are automatically reflected in teams’ goals
  • View notes saved against a personal goal
  • Edit notes saved for a personal goal

Team owners/Managers can use the Goal Tracker app to:

  • Create or edit team goals
  • View the completion status of Teams’ goals. Completion status of personal goals automatically reflected in Teams’ progress

Here are some of the workflows in action by an end-user:

  1. Setup personal goals Create personal goals

  2. Manage personal goals Manage goals

  3. Track progress of goals Track progress

  4. Record progress or milestones right from a chat thread Add notes

  5. Check the status of team goals Team goal status

This app template is provided under the MIT License terms. In addition to these terms, by using this app template you agree to the following:

  • You, not Microsoft, will license the use of your app to users or organization.

  • This app template is not intended to substitute your own regulatory due diligence or make you or your app compliant with respect to any applicable regulations, including but not limited to privacy, healthcare, employment, or financial regulations.

  • You are responsible for complying with all applicable privacy and security regulations including those related to use, collection and handling of any personal data by your app. This includes complying with all internal privacy and security policies of your organization if your app is developed to be sideloaded internally within your organization. Where applicable, you may be responsible for data related incidents or data subject requests for data collected through your app.

  • Any trademarks or registered trademarks of Microsoft in the United States and/or other countries and logos included in this repository are the property of Microsoft, and the license for this project does not grant you rights to use any Microsoft names, logos or trademarks outside of this repository. Microsoft’s general trademark guidelines can be found here.

  • If the app template enables access to any Microsoft Internet-based services (e.g., Office365), use of those services will be subject to the separately-provided terms of use. In such cases, Microsoft may collect telemetry data related to app template usage and operation. Use and handling of telemetry data will be performed in accordance with such terms of use.

  • Use of this template does not guarantee acceptance of your app to the Teams app store. To make this app available in the Teams app store, you will have to comply with the submission and validation process, and all associated requirements such as including your own privacy statement and terms of use for your app.

Getting started

Begin with the Solution overview to read about what the app does and how it works.

When you're ready to try out Goal Tracker app, or to use it in your own organization, follow the steps in the Deployment guide.

Known issue:

The app is currently not supported on iOS devices. We are actively working on fixing the issue and will update the repo as soon as it is available

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.opensource.microsoft.com.

When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., status check, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.