Add an activity and a project to a goal

Last update: 2023-06-27
  • Created for:
  • Beginner
    User

In this video, you will learn how to:

  • Add an activity and a project to a goal
 Transcript

To add an activity to a goal you start by opening the goal from the goal list.

Under the progress indicators, select Create Activity from the new Progress Indicator Menu.

Type in the activity name. You can change their owner if you want.

Click Create Activity.

To add a project, click the Add Existing Project Menu item from the new progress indicator, choose a project from the list that appears.

You can click on the project name to view it.

If you do that, it’s best to hold down the control or the command key to open the project in another tab.

When you’re ready to select a project, check the box next to it and click add at the bottom of the screen.

You can edit the actual progress of the activity from the actual progress column.

The actual progress of the project is not editable since it’s controlled by the project at Progress itself. Now that you have three progress indicators, they all roll up to calculate the percent complete of your entire goal.

All of these are equally weighted when calculating the total percent complete.

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