How to denote Individual Goals vs Company Goals (Business Plan)

After you have added all your Individual Goals to a meeting, you may need to denote one or more of those Goals as  Company Goals. To do so, take the following steps:

How to mark an Individual Goal as a Company Goal:

  1. Click Meetings in the menu bar
  2. Click Edit Meeting (the gear icon button to the right of your meeting)
  3. Click Goals on the left
  4. Click the checkbox to the right of your Goal to mark it as a Company Goal (Business Plan / Department Plan column)

When you create a Goal, you have the option to check the box next to  Add to Business Plan / Department Plan, this will mark your Goal as a Company Goal.

Marking a Goal as a Company Goal will automatically place it on the Business Plan

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