Share goals content in Viva Goals
With Viva Goals, you can easily share your goals and related content with others to foster effective collaboration and updates. Sharing allows you to communicate your progress, collaborate with your team, and get feedback from your stakeholders.
Note
If you try to share content with someone who does not have access to Viva Goals or the content you tried to share, they will see an error message when they attempt to open the content. They will also see a prompt to request access to join Viva Goals so they can view the content.
To share goals content, follow these steps:
Open the Viva Goals app from the web app or the Teams app.
Navigate to the content you want to share, such as a list of goals or initiatives, a specific goal or initiative, a check-in or update, a dashboard, an explorer view, or an update item.
Locate the Share option at the top right corner of the page or the specific item you want to share. Depending on the type and level of content, you may see different icons for the Share option, such as a Share button with a dropdown menu or a Share icon with three dots.
Select Share and choose the specific way you want to share goals content, such as by a copy link, email, Teams, or Slack.
Depending on the method you chose, you may need to perform additional steps, such as selecting specific recipients or adding a message and subject.
Select Share to send the content. You will see a confirmation message once the content has been shared successfully.
You can share goals content using whichever of the below methods have been enabled for your organization. Copy links and email sharing are available by default.
This option allows you to copy the link of the content you want to share and paste it anywhere you want, such as an email, chat, or document. When someone clicks on the link, they will be taken to the Viva Goals app and see the content you shared.
This option allows you to send an email with the content you want to share to one or more recipients. Currently, email sharing is only possible with existing Viva Goals members. When the recipients open the email, they will see the content shared, along with a link to view the content in Viva Goals.
This option allows you to share the desired content to a Teams channel or chat. You can choose an existing channel or chat: alternatively, you can create a new one. You can also add a message and a subject to the post. When someone sees the post, they will see the content you shared, along with a link to view the content in Viva Goals.
Note
The Microsoft Teams option is only available if your organization has enabled the Teams integration for Viva Goals.
This option allows you to share the desired content to a Slack channel or direct message. You can choose an existing channel or direct message: alternatively, you can create a new one. You can also add a message to the post. When someone sees the post, they will see the content you shared.
Note
The Slack option is only available if your organization has enabled the Slack integration for Viva Goals.