[FOR ADMINS] How to manage and rename goal statuses and enable automatic status updates
We're excited about a new customization feature in Teamflect that empowers you to tailor goal status wordings and set ranges based on the owner's progress. This enhancement allows for a more structured, unified, and effective goal-management experience.
Here's a step-by-step guide on how to make the most of this feature:
1. Visit the Admin Center
2. Find "Manage Goal Statuses"
Locate the option "Manage goal statuses" within the Goals module.
3. Enable the Feature
Before diving into customization, ensure you enable this feature. Simply toggle the switch to activate it.
4. Customize Goal Status Wordings
Click on the boxes corresponding to the default goal statuses:
- No status
- On track
- At risk
- Off track
Rename these statuses to better align with your workflow. For example, you might prefer "Not started," "In progress," "Not relevant," etc.
5. Set Automated Status Change Ranges
After renaming, proceed to specify the range for automated status changes.
The initial status when a goal is created and assigned can be defined.
For subsequent changes, define a value. If the goal's progress is above or within the specified values, the status will be automatically updated.
Goal Status Wordings:
- Not started
- In progress
- Pending review
- Behind schedule
Automated Status Change Ranges
Initial: Not started
In progress: Above 40%
Pending review: Between 21% and 39%
Behind schedule: Below 20%
Note: This function will not affect your existing goal statuses unless the goal progress is updated again and users can override goal statuses even though automatic goal status update method is automated.
Feel free to tailor these examples to your specific needs. We believe that customizing goal statuses and ranges will significantly enhance your ability to track and manage goals effectively.
If you have any questions or need further assistance, please don't hesitate to reach out to our support team.