Features

Goal Setting

Set goals your team will actually hit

AI-assisted objectives and key results, built on OKR best practice from the first draft.

Screenshot of Tability OKR Editor
The platform modern teams run their strategy on
A better way to set goals

Goal setting with structure, speed, and AI built in.

If you want your goals to actually work, this is how you write them.

OKR Importer & Editor

Start wherever your planning already lives

Already have OKRs somewhere else? Paste them from a document, or import a spreadsheet, no fixed template required. Starting fresh? Write in the Plan Editor, or ask AI to propose objectives, key results, and initiatives straight from your context.

  • Paste existing OKRs from a document, or import a spreadsheet as-is
  • Ask AI to propose a full structure from your own context
  • Review and adjust the proposed structure, measurements, and assignments before anything's created
Tability OKR and goal importer

OKR editor

A plan that reads like a document, not a form

Keep objectives, key results, and initiatives together in one editor. Add and reorder items, assign people, and work through feedback while the whole plan stays in view.

  • Objectives, key results, and initiatives live together in one editor, not separate screens
  • Reorder items and assign people without losing your place
  • Inline comments and plan reviewers give teammates a place to discuss the details before it's ready to run
OKR and Goal editor in Tability

“One of the most intuitive experiences for building out a plan that I have used.”

Matthew Browne
Matthew Browne
Blacknova.vc
More customers →

AI assist

AI feedback and drafting on your goals

Plan Score highlights gaps in focus, clarity, measurement, ownership, and supporting work, then gives you tips to resolve missing targets, spread accountability, or reduce competing priorities.

  • A live score across focus, clarity, measurement, ownership, and supporting work
  • Specific tips, not just a number, for what to fix and how
  • Ask AI for another perspective on your goals, then refine the suggestions with your team
AI goal suggestions and Plan score

Metric detection

Clear metrics to target

Set the measurement directly on each key result. Track movement from a baseline to a target, maintain a threshold, or measure completion of milestones.

  • Baseline-to-target, threshold, or milestone completion, whichever actually fits the goal
  • AI metric detection identifies a target straight from your wording
  • Adjust the measurement, units, and intermediate targets to match how progress should really happen
Tability goal types and metrics

Assign Owners & Agents

Know exactly who owns what

Assign an owner to each key result and add contributors where delivery is shared. Attach initiatives so everyone can see the work planned to influence the result.

  • One clear owner per key result, plus contributors where delivery is shared
  • Initiatives attached directly, so the supporting work is visible, not separate
  • Committed and aspirational labels, and weights, clarify expectations and each key result's real contribution
Assigning owners to goals in Tability

Duplicate Plans

Like a plan? Borrow from another team or continue your plan from last quarter by duplicating the plan.

Inline comments

Have discussion about every line in your plan - objective, goal (KR) or tasks - all within context.

Plan reviewers

Add editors and stakeholders to your plan so that you can collaborate and get approval from your team all in one place.

Tability AI

Take your goal setting to the next level with Tability AI

MCP

Set goals from conversations and prompts

Turn a planning conversation into a fully structured goal without leaving Claude, ChatGPT, or your model of choice.

See the MCP server →
agents

Set your goals, then assign them to Agents to get them done

The moment a goal is set, hand it to an Agent Manager and its Agency gets to work, no separate setup step required.

Explore Agent Manager →
How teams use it

Fluid goal creation, with an optimised structure underneath

1

Create goals however fits, and know they'll be formatted right

Import from anywhere, let AI draft it, or write it yourself. Whichever way you start, it lands in the structure that gives it the best shot at success.

2

Adjust, edit, and set metrics, with AI

Tighten the wording or let AI suggest and set the metric values for you.

3

Assign an owner, human or Agent

Give it to a person, or hand it to an Agent Manager to staff with a recruited Agency.

4

Publish, and off you go

The goal shows up connected to everything above and below it, no extra setup.

Questions we get a lot

Goal setting FAQ

Q

Can we track something other than OKRs?

A

Yes. The Plan Editor is framework-agnostic, so you can set OKRs, KPIs, SMART goals, or another method your team already uses.

Q

Can we import a spreadsheet without changing its layout?

A

Yes. The AI importer supports XLSX and CSV files without a fixed template. It proposes the structure it finds so you can review it before importing.

Q

What is AI assisted goal-setting?

A

It shows up throughout the flow, proposing a structure from a spreadsheet or your own context, detecting metrics from your wording, and offering a second opinion through Plan Score. Every suggestion is something you review and adjust, not something that publishes on its own.

Q

Can we plan without AI?

A

Yes. The editor, ownership, comments, templates, and measurement settings all support a manual planning workflow too.

Q

Does this hold up at Enterprise scale?

A

Yes. Templates, permissions, and plan organisation are built for hundreds of teams planning at once, with SSO, SCIM provisioning, and admin control over who can create, review, or publish a plan.

Q

Is our data secure?

A

Yes. Tability is SOC2-aligned and GDPR-compliant, with regional hosting in the US, EU, and AU. Comments, reviewer access, and plan permissions follow the same controls as the rest of the platform.

Q

How does this compare to other OKR tools?

A

Simple and modern, easy to onboard, and AI native, built to remove the busywork of planning instead of just guiding you through a form.

Compare Tability →
Success starts with better goals
Start off on the right foot by setting goals in Tability.

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