Asana Platinum Solutions Partner · Partner of the Year, Americas
Asana Goals Setup & Training
We set up your goals and OKRs in Asana, connect them to the projects your team already runs, and train your team to keep them current. Live in about four weeks if your goals are written, six or more if you're still defining them.
TRUSTED BY INNOVATING TEAMS THAT RUN THEIR TEAMS ON ASANA
THE PROBLEM
Your goals go stale
They get presented once, then the deck closes and nobody opens it again until the next annual review.
You lose line of sight
Strategy sits in one place and the projects in another, so nobody can see which work is actually moving a goal.
Someone chases status by email
Every reporting cycle, one person spends days collecting updates that already exist inside the work.
Risks surface too late
A stalled initiative reaches leadership after the quarter is already lost.
The fix is putting the strategy in the same system as the work, not another template.
Why your goals stall after the kickoff deck
Your goals live in a deck. Your team's work lives in Asana. Nothing connects the two.
How the Asana Goals setup works, week by week
Discovery with your leadership
Goal structure and ownership, agreed with your leadership team before anything gets built.
Goals built in Asana
Each goal gets the right progress source, plus portfolio and reporting configuration so leadership sees status without asking for it.
Key results connected to the work
Your key results link to the projects, milestones or tasks that move them, so progress updates itself.
Asana Goals training for your team
Hands-on training on updating goals and keeping the cadence, with Loom walkthroughs and how-to guides for anyone who joins later.
If your goals aren't written yet, we add a goal-setting workshop and guided drafting up front, which adds two or more weeks.
Covers up to four teams and 50 people.
What connected goals look like in Asana
In Asana
Three ways progress tracks itself
Update a goal by hand, roll it up from sub-goals, or connect the projects that move it so a closed milestone moves the goal for you. A project can have 80 tasks and five milestones, and the milestones are the better signal for your leadership.
In Asana
Your strategy as one tree, mission to projects
The strategy map shows your mission, goals, sub-goals and connected projects in one expandable view. When someone asks how a project ties back to the strategy, this is the screen, and it drops straight into a leadership deck.
In Asana
Status on a cadence, not on request
Each goal owner gets a reminder task weekly, bi-weekly or monthly, so updates happen without anyone chasing them. Open goals show on track, at risk or off track. Closed goals keep their history as achieved, partial, missed or dropped, so next year's planning starts from a record instead of a memory.
In Asana
The report writes itself, you confirm it
An AI teammate reads your goals and their connected work, then drafts the portfolio status report and the deck, with a slide per goal and next steps for each owner. Nobody on your team adds a reporting step. The report comes out of the work that's already happening.
AI recommends, a person confirms
See goals connected to real work
Watch Juli connect three projects to a goal and hand the report to an AI teammate in this Asana Tutorial.
OKR implementation in Asana
How OKRs map onto Asana Goals
Objectives become goals, key results become sub-goals with a metric, and connected projects or milestones move the key results. Goal templates keep the naming consistent across teams.
If OKRs never stuck
A lot of teams tried OKRs and found the framework too rigid. People spend weeks hunting for metrics that fit a template. The goal-setting workshop settles a structure that matches how you work, and Asana Goals supports all of them.
An OKR consultant who builds it in Asana
If you're looking for an OKR consultant, the difference here is that we build it in Asana rather than in a slide deck, and your team is trained on the system by the time we leave.
Cirface is an Asana Platinum Solutions Partner and Asana's Partner of the Year for the Americas, has implemented Asana for hundreds of teams and organizations, and runs monthly public Asana office hours including sessions on Goals.
Why teams bring Cirface in set up their Goals in Asana
FAQs
What are Asana Goals and how do they work?
Asana Goals is the feature that keeps your company and team goals in the same workspace as the projects that deliver them. Each goal has an owner, a time period and a progress source: you update it by hand, roll it up from sub-goals, or connect projects so their milestones or tasks move the goal on their own. The strategy map then shows everything as one tree, from your mission down to individual projects.
Can you run OKRs in Asana?
Yes. Objectives become goals, key results become sub-goals with a metric, and the projects or milestones that deliver each key result are connected as its progress source. Goal templates keep objective and key result naming consistent across teams, and portfolios and dashboards give your leadership the roll-up view without a separate spreadsheet.
Do we have to use OKRs to use Asana Goals?
No. Asana Goals works with any structure: OKRs, annual company goals with team goals underneath, or a short list of priorities for the year. If your goals aren't defined yet, the goal-setting workshop is where we settle on the structure that fits how your organization plans, and then we build that.
What's the difference between goals, portfolios and projects in Asana?
Projects hold the work: tasks, milestones and owners. Portfolios group projects so you can see status and workload across them. Goals sit above both and describe the outcome you're after, with projects, milestones or tasks connected as the progress source. Milestones are the checkpoints inside a project, and they're usually the best thing to connect to a goal, since a project may have 80 tasks and only five milestones.
Which Asana plan includes Goals?
Goals is included on Asana's Advanced, Enterprise and Enterprise+ plans. If you're on Starter, we can handle the plan change alongside the setup, since Cirface also sells Asana licences.
How long does it take to set up goals in Asana?
About four weeks if your goals are already written: discovery with your leadership in week one, goals and reporting built in weeks one and two, key results connected to projects in weeks two and three, and team training in week four. If your goals still need to be defined, the workshop and guided drafting add two or more weeks up front, so plan on six or more.
How much time does our team need to put in?
Less than most teams expect. Your leadership joins one discovery session and, on the advanced path, the goal-setting workshop. Goal owners attend one training session and then spend a few minutes per status update on the cadence you choose. Everyone else keeps working in their projects, because connected progress needs nothing extra from them.
How often should goals and OKRs be reviewed?
Status updates run on a fixed cadence, weekly, bi-weekly or monthly, and Asana creates a reminder task for each goal owner so nobody has to remember. A formal review of the goals themselves works best each quarter. Goals are set within a single fiscal year, so annual planning is when you close them as achieved, partial, missed or dropped and set the next ones.
Can AI report on goals in Asana?
Yes. An AI teammate in Asana can read your goals and their connected projects, then draft the portfolio status report and a slide deck with one slide per goal and next steps for each owner. A person reviews and confirms the draft before it goes anywhere. It needs Asana AI on your plan, and it only works well when the goals are connected to real work, which is what the setup does.
Is the setup remote or on site?
Remote by default, over video calls, with every walkthrough recorded in Loom so your team can rewatch it later. On-site sessions can be arranged for the discovery or the workshop if your leadership team would rather do that part in a room.
Will this change how our teams do their work?
No. Your teams keep working in the same projects. The only new habit is the goal owner's status update on the cadence you set, and it arrives as a task in their inbox. Progress on connected goals moves as milestones close, so nobody adds a reporting step.
Do you also review our existing Asana setup?
Yes, as a separate engagement. The Asana Health Check reviews how your workspace is structured and used, and it's the right starting point if you're not sure your projects are set up cleanly enough to connect to goals.
Last updated: August 2026
Book a 30-minute Connect Call
Why Leaders Trust Us to Streamline Their Workflows
-
![Amanda Neo4j]()
"Cirface showed us instead of just telling us how our intake process could improve with our Asana implementation which was a really big ‘ah-ha’ moment and a huge change for a lot of our marketers."
— Amanda Scigaj, Neo4j
-
![Vitor Malta Eventbrite]()
"We partnered with Cirface to implement Asana across our department, and the experience exceeded all expectations. What stood out most was their creative approach to overcoming obstacles. They didn't just provide solutions; they worked closely with us to understand our challenges and crafted strategies that fit perfectly into our workflows."
— Vitor Malta, Eventbrite
-
![Irene Cheung MLB]()
"Fantastic and plentiful work! These custom project templates and automation workflows were right on the nose!"
— Irene Cheung, Major League Baseball
-
![Sam Zaweet CF]()
"We can finally see everything in one place!"
— Sam Zaweet, Cadillac Fairview
-
![A smiling young man with a beard and glasses, wearing a navy blue shirt, standing in front of a light green background.]()
“Would recommend Cirface to anyone looking to improve their operations.”
— Marcel Petitpas, Parakeeto
-
![Darrell Evans]()
"The experience was nothing short of amazing. The team at Cirface was systematic, laid out a clear and concise plan and timeline that met our goals. The best part was the check-ins to make sure we were on track. Marquis and his team crushed it for our firm."
– Darrell Evans, Yokel Local
-
![A man with short blond hair and a beard, smiling in a dimly lit setting.]()
"The Cirface team are systems gurus."
— Kyle Dutka, PB+J
-
![Liz Hepburn AIHR]()
“We're much more equipped to continue developing, iterating, and refining processes to be more effective and efficient as we scale.”
— Liz Hepburn, AIHR
-
![A smiling woman with long light brown hair, wearing glasses, a white off-shoulder top, and a pink scarf, sitting in an office with colorful artwork on the wall.]()
"I'm forever grateful for what Cirface did for me and my team."
— Fran Groesbeck - Ten Touch Creative Agency
-
![A smiling Black man wearing glasses and a navy and white striped t-shirt]()
"Working with Cirface was an excellent adventure."
— Bart Anestin, Creative Partner
-
![Amanda Hurd]()
"Cirface really helped our team think through our processes, and workflows as a company, in order to implement a standard of "how we do things around here" that would position us for scalability, all the while streamlining processes, and filling in the gaps."
— Amanda Hurd, Yokel Local
