Creating a main objective
Click on the “contacts” tab, then choose the client.
Click on the “Objectives” tab.
Click on the “+ new”.
Select whether you want to make it from a predefined template or from scratch.
Enter the information (title, due date, activity, etc.).
To learn more about secondary objectives, click here.
Sharing the objective with the client
The client must be included in the visibility in order to have access to it through his customer account.
Visualize the client's objective
You will be able to view the current objective in the “Overview” tab of the client.
The progress will be displayed with the orange color that will fill the semicircle.
The secondary objective will display as a green circle.
To view past or archived goals, go to the “Objectives” tab.
Create a new secondary objective (Sub objective)
Secondary objectives represent short- and medium-term goals. They can be marked as done by your customer, which makes him even more involved in his success. |
Click on the “Contacts” tab.
Choose a customer or group.
Click on the “Objective” tab.
Select the desired objective.
Click on “Edit” at the top left of the page.
⚠️*** You must have the rights to modify it. Click here to learn more. |
6. Click on the“ + ”.
7. Choose if this is a goal related to:
Data.
A “text” (You can describe it as you wish).
💡 You can create as many secondary objectives as you like. |
Achieving a goal
To learn how the client can view and list their secondary goals as successful, click here.
Grouping data
Grouping data makes it easier to display them in graphs.
If, for example, you want a customer to take a certain number of steps over a week, you'll need to group the values as in this example:
