You can change the progress on a goal from the goal list or from the Goal Details page. If the goal has related tasks you must use the Measurement (Tasks) section of Goal Details page. (See “Measurement” above. To change the progress on a goal without tasks: If this is the first time you have changed the progress, you will see a Start button in the Progress column. Click the Start button, and then click the drop down arrow. If no arrow appears, you have tasks assigned to the goal. Use the Measurement (Tasks) section of the Goal Details page. If you chose to enter your own actual and target values, both fields will appear and you will be able to enter the values. After entering the values you will notice that the progress bar has changed. If you chose to enter your progress as a percent, you will use a slider bar to update your progress. Once you have entered your progress for the first time, the progress bar will show. Click the drop down menu to modify your progress. When you have completed a goal, edit the goal and select the Status drop-down menu. The goal will remain in the “In Progress” state until you actually select “Completed.” Tasks Goal-related tasks provide the ability to measure the progress of a goal by the completion of a series of tasks. Tasks provide the ability to split a goal into activities and to measure the goal progress based on the average progress of its tasks. Tasks also help to define how the goal will be achieved. Tasks can only be created as part of a goal and do not exist on their own. When a goal contains tasks, it is the progress of the tasks that need to be updated, not that of the goal, which will be updated automatically upon the progress of the related tasks. Adding Tasks You can add tasks to a goal that has already been created from the page. “Goal Details” From the Goal Details page (click on any goal to show the detail page): Scroll down to the Measurement section. If you are breaking the goal into tasks for the first time, click the Goal in button. If you are adding additional tasks, you will see a “Break Tasks” “Tasks” section and a button for adding tasks. Click the button. The Create Task box “Create” “Create” opens. Enter the name of the task and a description of the task. You can change the status and update the progress if you have already started the task. Enter your measurement criteria and measurement text if needed.
You can change the progress on a goal from the goal list or from the Goal Details page. If the goal has related tasks you must use the Measurement (Tasks) section of Goal Details page. (See “Measurement” above. To change the progress on a goal without tasks: If this is the first time you have changed the progress, you will see a Start button in the Progress column. Click the Start button, and then click the drop down arrow. If no arrow appears, you have tasks assigned to the goal. Use the Measurement (Tasks) section of the Goal Details page. If you chose to enter your own actual and target values, both fields will appear and you will be able to enter the values. After entering the values you will notice that the progress bar has changed. If you chose to enter your progress as a percent, you will use a slider bar to update your progress. Once you have entered your progress for the first time, the progress bar will show. Click the drop down menu to modify your progress. When you have completed a goal, edit the goal and select the Status drop-down menu. The goal will remain in the “In Progress” state until you actually select “Completed.” Tasks Goal-related tasks provide the ability to measure the progress of a goal by the completion of a series of tasks. Tasks provide the ability to split a goal into activities and to measure the goal progress based on the average progress of its tasks. Tasks also help to define how the goal will be achieved. Tasks can only be created as part of a goal and do not exist on their own. When a goal contains tasks, it is the progress of the tasks that need to be updated, not that of the goal, which will be updated automatically upon the progress of the related tasks. Adding Tasks You can add tasks to a goal that has already been created from the “Goal Details” page. From the Goal Details page (click on any goal to show the detail page): Scroll down to the Measurement section. If you are breaking the goal into tasks for the first time, click the “Break Goal in Tasks” button. If you are adding additional tasks, you will see a “Tasks” section and a “Create” button for adding tasks. Click the “Create” button. The Create Task box opens. Enter the name of the task and a description of the task. You can change the status and update the progress if you have already started the task. Enter your measurement criteria and measurement text if needed.
Goals_Module_Guidebook.docx