After reading this article you will know how to:
- Create a goal using Quick Actions
You can create a goal using quick actions from anywhere in the platform.
- Click the New Goal button
- Add a title and select a Function
Note: If you're a member of more than 1 Team you'll need to specify the Team the goal is assigned to.
- Hit Save
There you have it… you've created a goal.
All goals created from the Quick Action menu are assigned to the person who created it and set to Backlog.
To view backlogged goals, got to the Roadmap module - Plan or Prioritise.
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