How can I add related tasks to a goal?
Teamflect makes it easy to relate tasks to goals so that you know what you should be working on to achieve your goals.
You have two options to relate a task to a goal
- While creating a task or updating an existing task
- While seeing goal details
Within the Tasks Module - While creating a new task or updating an existing task
When you are creating a new task, you will see a field at the bottom of the pop-up window - "Related goal"
Open the dropdown menu, select the goal that you want to add as a related goal, and hit "Create".
Within the Goals Module - On the Goal Card
When you click an existing goal, you will see a section to relate a task to a goal
Click "Add" and create a new task. When you do so, your new task will start appearing on the right-hand side of the goal card.