Update and Share a Goal
Accessing the Goals Page
Once you have logged in and arrived at the Home Page, select the Goals sub-tab under the Content tab. Click on the desired Goal Name from the list.
This will open the Goal Page.
Updating Goal Information
Update the Goal information by selecting the Details > button to the right of the goal name. This will bring up the Goal information on the right side of the screen. In most cases, the Progress percentage related to the goal will automatically update based on the progress of the recommendations tied to the goal. From this page, you can update the Due date, Target/Details, and add Comments.
Updating Recommendation Progress
Quickly update the Recommendation progress by selecting the down arrow next to the recommendation's percentage and selecting the appropriate percentage from the dropdown list.
You can also update the Recommendation information by selecting the Details > button to the right of the recommendation name. This will bring up the Recommendation information on the right side of the screen. From here, you can update the Progress percentage, Due date, Assigned To field, and add Comments. Select the Edit button in the bottom right corner to edit the Recommendation Description.
Sharing a Goal with Your Team
If you would like to share a goal will all members of a team, click the Sharing toggle button in the upper right of the screen.
Note: To quickly Assign Recommendations to others (team members or non-team members), click the name in the Assigned To column (if applicable). Other users who have Recommendations assigned to them will see the Goal on their own page under the Goals tab.
