Step by step:
Click on the “Contacts” tab, then choose the desired client.
Select the “Objectives” tab.
💡 To learn more about objectives creation, click here.
Click on “Periodization”, then on “Create periodization” at the bottom of the page.
Periodization configuration
Adding a line or category
You can add lines and categories
Click on the corresponding button.
To edit or delete a single item, click on it.
To remove an entire line or category, click on the “trash can” icon.
Add value
Once the categories have been created, you can add a description, a value, or edit its color by clicking on the cells.
The values will fill the boxes according to the others on the same line.
For example, if one cell has a value of 10 and the other has a value of 5, then 10 will fill the cell, while 5 will fill it halfway.
Add weeks to the schedule
If you want some phases to extend past the objective due date, click on the gear ⚙️.
You can also add weeks to periodization by changing the due date of your primary objective.
💡 Tip
To see the dates corresponding to the weeks in the schedule, simply hover over the week number.
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“Template” periodization
To add your periodization as a template: click on the Star 🌟.
To select a template periodization: Click on the gear ⚙️, then choose the desired one from your list.
Primary and secondary objectives
Your main objective will be displayed at the end of your planning and represented by a trophy.
If you have created secondary objectives, they will be displayed by dots.
Display schedule from activities
You can display the schedule from the activities of the customer or group.
To do this, click on “Show schedule”.
Further information
To learn more about creating objectives, click here.