How to Create and Configure an Objective

Overview
Objectives are the high‑level goals your team will strive toward. In this article you’ll learn how to add a new objective, set its dates, priority, and assignees.

Steps

1. Navigate to Performance → Objective.

2. Click + Add Objective.

3. Fill in:

   • Title and Description

   • Goal Type (Individual, Department, Company)

   • Start/End Dates

   • Priority and Check‑in Frequency

   • Owners (Assignees)

4. Click Save.

Tips

• Use clear, time‑bound titles (e.g. “Increase Q2 revenue by 20%”).

• Assign only 1–2 owners to avoid confusion.

• Choose “Daily” check‑ins for fast‑moving objectives; “Weekly” for longer‑term.

Troubleshooting / FAQs

• “Save” button disabled? Ensure all required fields (*) are filled.

• Dates not accepted? Check that End Date ≥ Start Date.

• Can’t select owner? Confirm user has “Owner” role in Performance Settings.