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Goals

  • 23 June 2022
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I want to create a new goal however the item I want to choose is not one of my opportunities.  How do I do that? 

 

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Best answer by jemaguire 27 June 2022, 16:02

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Hello, 
There are several ways to create a Focus Area for an item that is not listed as a Strength or Opportunity. 

  1. From the Team Summary report, navigate to All Scores > click arrow to the right of the item > select Choose As Action > Create Action.
  2. From the Executive Summary report, navigate to the Scores section > click the three dots to the right of the item > select Take Action > Create Action. 
  3. From your Focus Area tab, select Choose a Focus Area > toggle to the program at the top > 

 

Note, your company’s display may use a different name for Focus Areas, such as Goals or Action Plans.

Hope this helps! 

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