Create a Goal for a User

You can create a goal for a user. The goal is visible to the user and any users with permission to evaluate them.

  1. On the navigation bar, click Accounts > View all accounts.
  2. Search for the user you want to create a goal for > click their name.
  3. Next to In-Progress Goals, click View & Edit.
  1. On the Goals page, click New Goal. The Add Goal dialog box appears.
  2. Type a summary and description for the goal.
  1. Click Create Goal. The goal appears on the Active tab as pending.

    A goal can only be deleted while pending. To delete a goal, click Cancel, and then click Are you sure.

    If you and the user agree on a goal, you can change its status to approved by clicking .

    To see a goal's description, click .

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