How to create a goal using Quick Actions

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.

1. Click the New Goal button
2. 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.

1. 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.