Adding a category to a goal

If categories are enabled for your organization, end users can add them to goals at any time during or after the goal creation process.

  1. In the goal create window, scroll to the field labeled “Does this goal fall under a category?”

  2. Click into the field and a dropdown with all available categories appears.

  3. If your organization uses a lot of categories, start typing a category name to refine the results.
  4. Click the appropriate category to select it and continue creating your goal.
  5. When you’ve created the goal, the category you applied to it appears on the goal detail page.

To add a category to an existing goal, click the Edit icon on the goal detail page and follow the procedure above.


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