Creating goals

Goals in Mora give you a structured way to track what your direct reports are working toward — beyond the day-to-day of individual meetings. A goal might be a career development target, a skill they’re building, or a project milestone you want to follow together over time.

What a goal contains

Each goal has:

  • Title — a short description of what they’re working toward
  • Description — optional context you can edit inline on the goal’s detail page
  • Steps — concrete markers of progress (at least one is required)
  • Target date — when you expect the goal to be achieved (optional but useful)
  • Labels — color-coded tags for organizing goals (Priority, Blocked, etc.)
  • Health — a status indicator (on track, at risk, overdue, or stalled) that Mora calculates automatically

Creating a goal

You can create a goal from several places:

  • CMD+K (or Ctrl+K) — pick “Goal”, then choose the direct report. The goal form opens in a side drawer.
  • Direct report profile — navigate to the Goals section and click Add goal.
  • Feedback signals — when a signal suggests something worth tracking, click Track as goal to open a prefilled goal form in the drawer.

When creating a goal, you can toggle Pin to next 1:1 to automatically add it to the agenda of the next scheduled meeting with that person.

Adding and managing steps

Steps break a goal down into smaller, trackable pieces. Every goal needs at least one step — goals without a concrete progress marker aren’t trackable. You might use steps for:

  • Key milestones (“Complete first draft”, “Get feedback from stakeholders”)
  • Skills to demonstrate (“Lead a sprint planning session without prompting”)
  • Resources to engage (“Attend one external workshop”)

Each step can be marked complete by clicking the checkbox or the step text. The goal’s overall completion percentage is calculated from its steps.

Steps can be reordered by dragging — grab the grip handle on the left of each step and drag it to a new position. This works in both the creation drawer and the edit modal.

Editing a goal

Click any goal to open its detail page. From there:

  • Description is editable inline — click into it and start typing. Changes save automatically.
  • Steps can be toggled complete, reordered, or edited via the edit modal.
  • The kebab menu on the goal row gives you quick actions: Edit, Pin to next 1:1, Label, Mark complete, Archive, and Delete.

How goal health is calculated

Mora determines a goal’s health status automatically based on its target date, step completion, and recent activity:

  • On track — the goal is progressing at a reasonable pace relative to its timeline
  • At risk — progress is significantly behind where it should be given how much time has elapsed. Mora compares your completion percentage against the percentage of the timeline that’s passed, with a grace period for new goals.
  • Overdue — the target date has passed and the goal is not complete
  • Stalled — the goal has steps, was created more than three weeks ago, and there has been no step completion or meeting check-in in the past three weeks

A newly created goal won’t show a health badge for the first 24 hours — there’s no useful signal yet.

Goals marked at risk, overdue, or stalled are surfaced more prominently in the AI agenda and on your team dashboard so you can address them before they fall through the cracks.

Pinning goals to meetings

You can pin a goal to the next upcoming 1:1 in several ways:

  • Toggle Pin to next 1:1 when creating a goal
  • Select Pin to next 1:1 from the kebab menu on any goal row
  • Add the goal directly in the meeting planner

Pinned goals appear in the “Used in these meetings” section on the goal’s detail page and in the meeting’s agenda.

Tracking progress over time

Goals appear on the direct report’s profile with their current health status. Use My Team for a quick overview of each person’s active goals and whether anything is at risk.