Using Goal Categories

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by Morty Frey
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What are Goal categories?

Betterworks provides the ability to create and use goal categories to organize and prioritize your goals. Many companies use categories like Operational, Professional Development, Innovation, Customer, Employee, and Culture.

One way to use categories is to provide guidelines around the types of number of goals employees should have. For example, it’s common to instruct employees to create two or three operational goals per quarter, and suggest they work on one professional development goals as well.

You can associate specific categories when you create or edit a goal. You can see goal categories on the goal list and filter for them if they're publicly available.

Adding a category to a new goal

When you create a goal, you can add categories to it. Use the dropdown to select the category you want to assign to your goal.

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Adding/removing a category for an existing goal

You can also add or remove a category for an existing goal by clicking the Quick Edit button under the "..." additional actions menu in the goal list. To remove a category, click the X icon next to it.

 

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