How do I create a new goal for my team members?

This article covers information on how a team leader can set goals for their team members.

  • On your "Team dashboard", navigate to "Team Members" widget.
  • Click on the ellipses "..." against the team members name, who you would like to create the goal for. 

Create goal

  • Click "Create goal" from the drop down menu, a window will pop up with some field to be completed as shown below
  • Select the 'Area of Focus' from drop down menu
  • Set the date and time of the goal that is due
  • Add in the goal notes
  • Add an attachment (if required)
  • Click on the ‘Save’ button to save the goal.

Please note: Team members can set their own goals from their Me dashboards, please refer to the article "How do I create a new goal for myself?