How do I manage company goals for an account?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Nov 8, 2019
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Company goals are goals that have been chosen as the most important goals in your company. Employees can align personal goals to any company goal to create a hierarchy, which helps users visualize how smaller goals are contributing upward to what is most important. Company goals are visible to everyone in your entire account.

Notes: 

  • Some features may be restricted based on permissions for your user role.
  • Personal goals that an employee has marked as private cannot be aligned with company goals.

Open Admin Menu

  Open Admin Menu

In the Global Navigation menu, click the Application Switcher icon [1], then click the Admin option [2].

Open Company Goals

  Open Company Goals

Click the Account Management link [1], then click the Company Goals link [2]. 

View Company Goals Page

  View Company Goals Page

The Company Goals page displays all company goals that have been added to your account.

Add Goal

  Add Goal

To add a company goal, click the Add Goal button. 

Save Goal

Save Goal

Add the title of the goal in the Title field [1], then click the Done button [2].

View Company Goal

View Company Goal

View the new company goal.

Edit Company Goal

Edit Company Goal

To edit the company goal, click the More Options icon [1] and select the Edit option [2].

Edit the title of the goal in the Title field [3], then click the Done button [4].

Note: If there are no employee goals aligned with the company goal, the company goal can be deleted. However, if there are employee goals aligned with the company goal, the company goal can only be archived.

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