How to add a goal and task Strategy

To get started

To get started with Strategy, click the Strategy icon on the left sidebar.

Add a goal in Strategy

1. Click the ‘Add Goal’ button

• It’ll open the ‘Add Goal’ modal. You’ll see all the components you need to create a Goal:
• Goal Type (Select between Organization, Location, Department, and Personal)
• Goal Title
• Due Date
• Status (Select between Not Started, On Hold, In Progress, Complete)
• Priority (Select between: Could, Should, Must, Need)
• Owner (choose who is responsible for the goal)

1. Click the ‘Submit’ button to save your changes.

You can also add a Goal in Summary (1:1s). See below to learn more.

Add a goal in Summary (1:1s)

During your 1:1, you may want to add a new Goal based on your discussion. The ‘Create Goal’ button will help you add a new Goal to Strategy without having to leave the 1:1 Meeting.

How to add a Goal

1. Click the ‘Create Goal’ button
2. Complete the prompts in the ‘Add Goal’ modal.
3. Click the ‘Submit’ button.

Add a task in Strategy

Once a goal has been created, you can add all of the tasks that will help you complete the goal. To add tasks follow these steps:

1. Click on the view button next to your goal
2. Click the ‘Add task’ button
3. The ‘Add Task’ modal will appear. You’ll see all the components you need to create a Task:
4. Task Title
5. Due Date
6. Status (Select between Not Started, On Hold, In Progress, Complete)
7. Priority (Select between: Could, Should, Must, Need)
8. Owner (choose who is responsible for the Task)
9. Click the ‘Submit’ button to save your changes.

You can also add a Task in Summary (1:1s). See below to learn more.

Add a task in Summary (1:1s)

During your 1:1, you may want to add a new Task based on your Goal discussion. The ‘Create Task’ button will help you add a new Task to Strategy without having to leave the 1:1 Meeting.

Note: There must be a Goal in the system before adding tasks.

How to add a Task

1. Click the ‘Create Task’ button
2. Complete the prompts in the ‘Add Task’ modal.
3. Click the ‘Submit’ button.

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