Create a Custom Goal

Goals are ways to track progress and motivate your team. Once created, they must be manually updated.

Like presentations, goals are workspace-specific.

  1. Go to the Calendar.

  2. Click Presentation in the bottom right corner.

  3. Select the Goals tab.

  4. Drag and drop Custom Goal into the canvas.

  5. Enter a name for the goal. Select a Currency.

    NOTE

    If the goal is not a monetary value you can select None.

  6. Enter a value for the Goal Target and the Current Value (if there isn’t one, enter 0). Then click Create.

    Your custom goal has been created!

On this page