[FOR ADMINS] How can I manage goal progress types?
One key aspect of goal management is defining the types of progress measurements available to your end users. This allows you to streamline goal tracking and ensure consistency in the way goals are measured.
In this step-by-step guide, we'll walk you through the process of managing goal progress types.
Step 1: Access the Admin Center
Start by opening your web browser and visiting the Teamflect Admin Center at https://admin.teamflect.com.
Step 2: Locate the Goals Module
After logging in, you'll arrive at the Admin Center dashboard. Navigate to the "Goals" module, found in the left-hand navigation menu. Click on "Goals" to access its settings.
Step 3: Find "Manage Goal Progress Types"
Within the "Goals" module, you'll encounter various settings related to goal management. Scroll down or explore the tabs until you find the option labeled "Manage Goal Progress Types."
Step 4: Select Desired Progress Types
To manage the goal progress types available to your end users, you'll see a list of checkboxes representing various measurement types (e.g., Percent, Value, Currency, Completed/Not Completed, Roll up from subgoal processes, and Roll up from task processes). Tick the boxes corresponding to the progress types you want to make available to your users.
Congratulations! You've successfully managed goal progress types in Teamflect. By customizing the available measurement options, you're ensuring that your users can only select from the progress types that align with your organization's objectives and measurement criteria.
If you ever need to make adjustments or expand the available progress types, simply revisit the Admin Center and follow the same steps, modifying the checkboxes as needed.