Goal Management

Once a Goal has been created, it will appear on the respective Goal owner's Dashboards as well as through the Goal Management Interface.

Monitor Goals

If you'd like a quick glance at Goal progress across the board:

1. Open the left navigation and select the Goals tab.

Here you will find an overview of performance against all the Goals you have access to. 

2. Clicking on the blue Filters button across the top of the menu to slide out the filter panel, allows you to search for a Goal by Goal Name, User, Status, or Progress. 

3. Click Details on any Goal to see more information about the Start and End times of the Goal, as well as historical performance. 

Edit Goals

After a Goal has been created, you can update the following information:

• Name
• Description
• Visibility
• Category
• End Date
• Target Value

Changes to any other fields, such as Participants, Start Date, or Metric cannot be made after creation and will require a new Goal to be made. 

1. Open the left navigation and select the Goals tab.

2. Click the  icon in the top-right of the Goal you wish to Edit. 

3. Make desired updates and then click the green Update Goal button.