Creating Goals

Created by JP Olivier, Modified on Mon, 3 Feb at 11:44 AM by JP Olivier

Create a New Goal

Navigate to the goals section on your home page and click the Manage Goals button.



Next, click on the Create Goal button.



This will open a drawer where you can define your new goal. Choose a title, description and due date.



Once you've created the new goal, you'll be taken to a new screen for that goal, as shown below. 


Next up is to define how you will measure progress for this goal using Goal Metrics. This is simply a numeric target that you can attach to a goal. You can have multiple metrics for any given goal. To create a metric, click the Add Metric button to open another drawer to define your metric.



Complete this form and click save.



And that's it, you've defined your new goal. Next up is tracking progress on this goal and eventually completing it. If you want to change the scope of your goal or any of its metrics, click the modify button.



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