The Goals page helps you manage and view your personal goals. You can also view company goals on the Goals page.
Open Goals Page
Click on the ME option in the Global Navigation menu. Then click on Goals to be taken into the goals area.
View Goals Page
The Active tab displays all of your active goals [1]. The Completed tab displays all of your completed goals [2].
To view team goals, click the Team Goals tab [3]. To view company goals, click the Company Goals tab [4].
To add a goal, click the Add Goal button [5].
To edit a goal, click the title of the goal [6].
To delete a goal, click the Delete icon [7].
To complete a goal, click the checkbox next to the goal title [8].
If the goal includes subtasks, the progress icon displays the goal progression [9]. If the goal includes a status, you can view the status [10].
To add a note to a goal, click the Add Note link [11].
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 view team goal details, click the title of the goal [4].
View Team Goal Details
In the Team Goal Details page, you can view your team's goals and which personal goals are aligned to your team's goal. Use the arrows to navigate between goals [1].
To add a goal that that will automatically be aligned with the selected team goal, click the Add Goal button and add the goal details [2].
You can unalign personal goals from team goals. To unalign a goal from the team goal, click the Unalign link [3]. You can also view a list of your unaligned goals that can be aligned by clicking the Align link [4].
View Company Goals
To view company goals, click the Company Goals tab [1].
To view company goal details, click the title of the goal [2].
View Company Goal Details
In the Company Goal Details page, you can view your company's goals and which personal goals are aligned to your company's goal. Use the arrows to navigate between goals [1].
To add a goal that that will automatically be aligned with the selected company goal, click the Add Goal button and add the goal details [2].
You can unalign personal goals from team goals. To unalign a goal from the team goal, click the Unalign link [3]. You can also view a list of your unaligned goals that can be aligned by clicking the Align link [4].