Create your first goal

To edit an existing goal, click on the square box with pencil icon in the lower right of the goal card.

To create a new goal, click on the ‘+’ in the top right of the Roadmap menu and open the new goal pop up.

Enter the Goal name: Launch 4WD electric vehicle with 1000 sales in pipeline.

Choose Milestone Goal (leave blank if not a milestone for future goals).

Choose Multi Quarter & set the date range for the goal. By not checking ‘Multi Quarter’ the goal will default to the current quarter and have a deadline of the end of the current quarter.

Choose the status. Choose In Progress.

Choose the related function. In this instance we’ll choose CX:Sales.

Choose to the nest the goal. In this instance we’ve nested the launch goal under the 1 year business plan goal, “Deliver 1.5m in turnover”.

Choose to add a description. In this instance we’ve added, “Deliver a successful launch of the new BW EV.”

Select the team that the goal sits within. In this instance we’ve selected, “Executive”.

You can reassign the goal to someone else in your team, if you as the logged in user are not going to be the owner of the goal.

You would do this if you are creating and assigning goals to team members.

You can also add collaborators to the goal.

A collaborator can see all the detail and can be assigned tasks that relate to the goal and outcomes.

You would do this when others are supporting you, but do not need to create a downstream goal for the effort or support provided.

By default, the user’s manager is always a collaborator on the goal.

Save the goal.

You will see the goal created on the Roadmap in the “In Progress” column.