How to create Goals?

Learn how to create goals and introduce them to your workflow

Farida Bayramova avatar
Written by Farida Bayramova
Updated over a week ago

Note: Goals can be created only by admin and manager roles.

To understand difference between the roles read this article.

Step 1

Proceed to the Goals page 🔽

  • You can either view existing portfolios or create a new one

Step 2

  • Select KPI

    • Select integrated app

    • Select KPI based on the integrated app

    • Select target

  • Create a goal

Now that you have created your first goal, you can monitor its progress throughout the period of its activity.

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