BarvolDocumentation
Open Barvol

Goals

Goals in Barvol are company-level or team-level outcomes that you are working toward. They connect your day-to-day tasks to a larger direction and let Barvol's AI track progress and surface relevant context automatically.

Creating a goal

Open the Goals page and click "New Goal." A goal has the following structure:

  • Title — what you want to achieve. Be specific: "Reach $10K MRR by end of Q3" is better than "Grow revenue."
  • Description — why this goal matters and how you will know if you have succeeded.
  • Owner — the workspace member accountable for this goal.
  • Target date — the deadline. Barvol uses this to flag when a goal is at risk based on current progress.
  • Category — Revenue, Product, Team, Customer, or Other. Used to filter the goal list.

Milestones

Break each goal into milestones — concrete checkpoints that show you are on track. A goal should have at least two milestones: an intermediate check-in and the final outcome.

Add milestones from the goal detail view by clicking "Add Milestone." Each milestone has a title, an optional due date, and a status (Pending, In Progress, Complete, or Blocked). When all milestones are marked complete, the goal is automatically marked as achieved.

Milestones are shown on the dashboard goal card so you can see progress at a glance without opening the goal detail.

Linking tasks to goals

When creating or editing a task, use the "Goal" field to link it to a specific goal. This relationship lets the AI give more accurate progress reports. When you ask "How much did we accomplish toward our revenue goal this week?" Barvol will check which linked tasks were completed and what milestones moved.

Goal status

Goals have four statuses:

  • Active — currently being worked on.
  • At Risk — Barvol has detected that the current pace of progress makes it unlikely the goal will be met by the target date. This is set automatically.
  • Achieved — the goal was completed. You can mark this manually or it is set automatically when all milestones are complete.
  • Abandoned — the goal is no longer relevant. Abandoned goals are archived but retained for historical context.

Goal history and learning

Barvol retains a complete history of your goals — achieved, abandoned, and active. This history is used by the AI to answer retrospective questions like "What goals have we abandoned in the last year, and why?" or "What did we achieve in Q2?"

When you mark a goal as abandoned, you are asked for a brief reason. This reason is stored and searchable, making it useful during planning sessions when you want to understand past decisions.

NoteGoals are visible to all workspace members. If you need to set sensitive goals (such as acquisition targets or personnel changes), use the Description field to add context but keep the title vague until you are ready to share.
TipSet goals at the company level first, then let individual team members create personal goals that support the company-level ones. This hierarchy gives the AI better context when you ask about alignment between team activity and company direction.