- Click on the Meeting list, located in the left-side navigation bar.
- Choose the meeting where the goal will be added.
- Click on Goals from the left side menu. Important: You do not need to start the meeting to add a goal.
- Click on the "+" button next to Goals, located near the middle on the left side. You can also click on "Show me where to add goals" for guidance.
- Enter the due date for the goal. Note: The system will default to the end of the quarter. If your quarter started in the middle of the quarter, you will need to manually adjust the 90 days.
- Provide a title for the goal and select the owner from the "Attach to Owner" dropdown.
- Select the meeting(s) where the goal will be attached.
- Enter any necessary details for the goal, if needed.
- Add Milestones (if needed) to track progress.
- You have the option to select "Create another goal" if you'd like the pop-up window to automatically open when you click "Save." This allows you to create a new goal immediately after saving the current one. Alternatively, you can simply click "Save" to save the current goal.
