Create Goal

Create Goal

Create a Goal in the Mission → Project → Goal → Task hierarchy.

When to use

Use this skill when the user wants to:

• Declare a new measurable outcome ("100 paying customers by June")
• Add a project under a mission ("Evo AI is a project under our revenue mission")
• Create the mission itself (rare — usually 1 mission)

Step 1: Identify the level

Ask the user:

• Mission — top-level purpose (usually already exists; check with GET /api/missions). v1 assumes 1 active mission.
• Project — major initiative (Evo AI, Evolution Summit, Academy). Creates under a mission.
• Goal — measurable target within a project (100 customers, $50k MRR, ship billing v2).

Start with the most common: a new Goal under an existing Project.

Step 2: Collect fields

For a Goal:

• Title — what's being measured ("100 paying customers")
• Description — context (optional)
• Project — which existing project (fetch list via GET /api/projects)
• metric_type — one of:
  • count — integer (customers, tickets sold, users)
  • currency — USD or BRL value ($50k MRR)
  • percentage — 0.0 to 100.0 (retention rate)
  • boolean — yes/no (ship billing v2 → target_value=1)
• target_value — the number to reach
• due_date — ISO date (YYYY-MM-DD) — when the goal is expected to hit
• target_metric — short label to display on UI (e.g., "paying customers")

For a Project:

• Slug — unique kebab-case id (e.g., evo-ai)
• Title — display name
• Description
• Mission — parent mission slug
• workspace_folder_path — optional, points to workspace/project/<slug>.md

For a Mission:

• Slug, title, description, target_metric, target_value, due_date, status — same pattern

Step 3: Call the API

Use from dashboard.backend.sdk_client import evo — auto-handles URL + auth.

from dashboard.backend.sdk_client import evo

# Goal:
goal = evo.post("/api/goals", {
    "slug": "evo-ai-100-customers",
    "project_id": project_id,
    "title": "100 paying customers by Jun 30",
    "metric_type": "count",
    "target_metric": "paying customers",
    "target_value": 100,
    "due_date": "2026-06-30",
})

# Same shape for /api/projects and /api/missions.

Response includes id and slug.

Step 4: Show the user how to link work

Return the slug and show how to attach it to a routine, heartbeat, or ticket:

# routines.yaml
- name: my-routine
  goal_id: evo-ai-100-customers
  ...

# heartbeats.yaml
- id: flux-6h
  goal_id: evo-ai-100-customers
  ...

# ticket
evo.post("/api/tickets", {"title": "...", "goal_id": goal["id"]})

When linked, the agent running the work receives Mission → Project → Goal chain automatically in its prompt.

Step 5: Show the progress view

Direct the user to /goals in the UI to see the new goal in the tree with 0% progress. As tasks complete (status='done'), the SQLite trigger increments current_value automatically. When current_value >= target_value, the goal status flips to achieved.

Notes

• Drift: if current_value and SELECT COUNT(*) FROM goal_tasks WHERE status='done' disagree, call POST /api/goals/<id>/recalculate to rebuild.
• Target changes: PATCH /api/goals/<id> accepts target_value updates.
• Cancelling: set status='cancelled' to hide from active views without deleting.

Related: .claude/rules/goals.md, .claude/rules/heartbeats.md, .claude/rules/tickets.md.