How to add project goal?

To add new project goal from the Goal Management Tab press the Project Goals button from the menu on the left hand side and then New Project Goal button in the appearing Goal Management Tab. The Add Project Goal Tab will appear.

Then fill in the required fields:

  • Title
  • Description
  • Start date
  • End date
  • Status

You can also add such details as:

  • Choose the company goal (if your personal goal is attached or correlated to it)
  • Action steps
  • Goal category
  • Progress
  • Weight
  • Resolver
  • Assignees

After completion of all the fields, press the Save and Add Another, Save and Close or Cancel button.