Forum Discussion
ClaireB
Jul 02, 2026Tin Contributor
How do you roll up individual goals into department or company goals in M365?
We’re trying to manage goals across teams using Microsoft 365, but the structure gets messy fast. Individual goals live in different places, and it’s hard to see how they connect to department or com...
Jamony
Jul 02, 2026MCT
Hi, if you want to stay inside Microsoft 365, I would avoid letting goals live in separate personal documents. A single goals list in SharePoint or Microsoft Lists works better because each item can have owner, department, parent goal, status, due date, and review cadence. Then you can surface it in Teams and use Power BI or list views for rollups. It is not as polished as a real OKR tool, but it keeps the structure clear.