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Overview

A Goal is an optional one-line purpose for a Digital Employee. In the Hire / Edit form it appears as Goal (optional) under Identity — a single text field (for example: “Monitor competitor pricing and summarize weekly”). There is no multi-field goal form in the UI (no separate description / success criteria / progress notes editors). Progress and run detail show up in the employee drawer timeline after runs.

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How to set a Goal

  1. Open Hire → Open position, or open the employee drawer → Edit
  2. In Identity, fill Goal (optional)
  3. Save with Hire or Save changes
Keep it short and outcome-oriented. Detailed procedures belong in Work instructions, not in the Goal field.

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Where you see it later

  • Employee detail drawer shows the goal near status and schedule
  • Runs continue to use work instructions as the operating guide; the Goal is the persistent “why”

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Tips

  • Prefer one concrete outcome over a long paragraph
  • Put steps, tools, and edge cases in Work instructions
  • Update the Goal when the employee’s mission changes — use Edit Employee

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Next steps