Goals

Create a goal to show progress on an initiative or project. You have the option to add a description, actions, and outcomes to each goal, which you can update over time. When you publish a goal, group members and the public can view the details and progress on the Public site.

1. To view the Goals page, first select the menu on the top left of your home page.

2. Select Goals on the Navigation Bar.

Create a goal

This section describes how to add a new goal.

1. Open the Goals page, then select + Goal. The Edit Goal page displays.

2. Enter a title in the Goal name field.

3. Update the progress on the goal over time in the Progress field. To update, select a number from the menu. Your progress is displayed as a percentage of 100.

4. To add more details, enter the relevant details in the Description, Outcomes, or Actions fields. Your work is saved automatically.

5. To return to the Goals page, select the back arrow on the top left.

6. To publish the goal and display it and its current progress on the Public site, select Publish.

Update a goal

You can edit, unpublish, and delete goals from the Goals page.

1. To edit a goal, select the goal name.

2. To unpublish a goal, select options , then select Unpublish from the menu.

3. To remove a goal, select Delete from the options menu.

Link a goal

You can add goals by clicking the Goal icon anywhere you can add an attachment, including headings, briefing notes, agenda items that are submitted for approval, recommendations, and minutes.

To link a goal:

1. Highlight the text.

2. Select the Goal icon .

3. The Link goal to agenda item pop up window opens. Select Published to make the goal public. Select Internal to make the goal available to internal members only.

4. Select Link to agenda item.