How do I add a team goal using the Goals page as a manager?

You can add a team goal to the Goals page. You can also align your team goal to a company goal.

Open Goals

Click on the TEAM option in the Global Navigation menu. Then click on Goals.

Note: The Global Navigation menu may differ depending on what is enabled in your account.

View Goals Page

To view team goals, click the Team Goals tab.

View Team Goals

To view team goals, click the Team Goals tab [1]. 

The Active tab displays all of your active team goals [2]. The Archived/Completed tab displays all of your completed team goals [3].

To edit, archive, complete, or delete the team goal, click the Options icon [4].

To view team goal details, click the title of the goal [5]. 

Add Goal

To add a team goal, click the Add Team Goal button.

Add Goal Details

Enter a goal title in the Title field [1], then add a due date using the Calendar menu [2].

Align to Company Goal

To align your goal to a company goal, click the Company Goal drop-down menu and select the title of the company goal. Aligning your team goal to a company goal creates a hierarchy that may help you visualize how smaller goals contribute upward to what is most important. 

Save Goal

When you are finished adding the goal details, click the Done button.

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