BetterWorks

Creating and managing goal categories

Categories are a quick, simple way to get extra specificity when you’re sorting goals. Administrators can set categories that apply to every goal in their organization, and even require users to apply them on their goals.

Use categories to separate personal career goals from professional goals, group goals by company values, or highlight goal themes.

Enabling and disabling goal categories

Administrators can enable and disable goal categories from the Goal Categories section of the Admin dashboard.

  1. Log into BetterWorks as an administrator.
  2. Navigate to the Admin dashboard and click Goal Categories. The Goal Categories menu opens.

  3. By default, goal categories are disabled. Click the checkbox marked “Enable goal categories” to turn them on.

    When you enable goal categories, the “Require goal categories” option will also be enabled. Uncheck this checkbox to make goal categories optional. 

Adding and deleting goal categories

You can manage the goal categories available to your organization from the Admin dashboard.

  1. Log into BetterWorks as an administrator.
  2. Navigate to the Admin dashboard and click Goal Categories. The Goal Categories menu opens.

  3. If categories are disabled, enable them by clicking the “Enable goal categories” checkbox. When you enable categories, the “Manage and Add Categories” section activates.
  4. Add or remove categories as needed:
    • To add a new category, enter the category name in the “Add a new category” field and click Add. You can use letters, numbers, and most symbols to name the category, but you cannot use commas.
    • To delete a category, find it in the list of available categories and click the X icon next to its name.

  5. When you’re done, click Save Changes.

 

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