Click Settings

Expand your Organization

Click on Objectives

Select the desired Objectives

If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, members, group, keyword and date. Once selected click Apply.

Click Edit Selected Objectives

Choose a Parent objective

Choose who in your team is responsible for completing these Objectives

Objective title - assign the same name for the Objectives

Additional Details - provide more information about these Objectives

If you have multiple child Objectives which contribute to the main Objective, you need to select how you would like the Objectives to be considered up to date. You can select between:

You can choose to Exclude this objective from member's progress calculation

Select date range the objective is to be achieved by.

Click Update Objectives

Go to Settings

Expand the Organization

Click on Objectives

Click on New Objective

Choose a Parent objective - if creating a top level objective leave as No parent

Choose who in your team is responsible for completing this objective
​NOTE: If a position is selected that is not occupied by a member, the Objective will be listed under the next person who is a Team Leader.

Objective title - the name of the objective

Additional Details - provide more information about this objective

If you have more than one child Objectives which contribute to the main Objective, you need to select how you would like the Objective to be considered up to date. You can select between:

You can also choose to exclude this objective from member's progress calculation

Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.

Key Result - name of graph or statistics

Graph. Choose from the following:
- An existing graph. Choose the graph and set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
- New Manual Update graph: Manual update requires a user to update the graph values
- New Graph Calculated by Junior Objectives. This will auto update and uses the average percentage of sub-objectives. For example: assume we have an objective to reach $80,000 sales this quarter and we have 4 sales people, each with their own objective to reach $20k in sales. If each salesperson reaches 50% of their objective ($20k in sales) the auto update feature will calculate the objective as 50% complete.

Add another key result - You can have multiple key results to measure an objective

Create Objective to save

Go to Settings

Expand the Organization

Click on Objectives

Click Edit on the desired Objective. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, members, group, keyword and date. Once selected click Apply then Edit.

Choose a Parent objective - if creating a top level objective leave as No parent

Choose who in your team is responsible for completing this objective

Objective title - the name of the objective

Additional Details - provide more information about this objective

If you have more than one child Objectives which contribute to the main Objective, you need to select how you would like the Objective to be considered up to date. You can select between:

You can also choose to exclude this objective from member's progress calculation

Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.

Key Result - name of graph or statistics

Graph. Choose from the following:
- An existing graph. Choose the graph and set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
- New Manual Update graph: Manual update requires a user to update the graph values
- New Graph Calculated by Junior Objectives. This will auto update and uses the average percentage of sub-objectives. For example: assume we have an objective to reach $80,000 sales this quarter and we have 4 sales people, each with their own objective to reach $20k in sales. If each salesperson reaches 50% of their objective ($20k in sales) the auto update feature will calculate the objective as 50% complete.

Add another key result - you can have multiple key results to measure an objective

Update to save

Go to Settings

Expand your Organization

Click on Objectives

Click Edit on the desired Objective. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, members, group, keyword and date. Once selected click Apply then Edit.

Scroll all the way down and click Archive

Click OK

NOTE: If the Objective has other Objectives under it, you won't be able to to archive it. You would need to archive the junior Objectives first and then the desired Objective.
Also, an Objective gets automatically archived when a position on the Team Chart is archived.

Go to Settings

Expand your Organization

Click on Objectives

Click Restore on the desired Objective

Go to Settings

Expand your Organization

Click on Objectives

Click Edit on the desired Objective. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, members, group, keyword and date. Once selected click Apply then Edit.

Scroll all the way down and click on Delete Objective

NOTE: If there is no Delete button, it means that there are other Objectives nested under the Objective you are trying to delete. You would need to delete them first in order to delete the main Objective.