We’re excited to announce a new capability in Teamflect’s Goals Module: Custom Date Selection for Goal Creation! This feature empowers admins to customize goal periods and allow users to filter and view goals by these tailored periods.
With the Custom Date Selection setting, you can:
Enable Custom Period Selection: Activate this setting from the Admin Center, so users can filter and view goals by custom periods.
Customize Goal Periods: Rename and adjust goal periods (e.g., Q2 to "Spring Quarter") to better align with your organization’s structure.
See Custom Periods in Filters: Once enabled, users will see the customized periods and names in date filters across the Goals Module.
How to Enable and Use Custom Date Selection
Step 1: Enable the Setting
Go to Admin Center → Goals Module.
Locate the setting “Allow custom date selection for goal creation” and enable it.
Step 2: Customize Goal Periods
In the same section, adjust the timeframes of goal periods as needed.
Rename goal periods to reflect your organization's unique terminology.
Step 3: Use Custom Filters
Once enabled, users can:
View and filter goals based on these customized periods.
See your tailored names (e.g., “Spring Quarter”) instead of generic labels like Q1 or Q2.
Why This Feature Matters
Increased Flexibility: Align goal periods with your unique workflows and timelines.
Improved Usability: Enable users to organize and filter their goals more effectively.
Enhanced Customization: Provide a tailored experience that reflects your company’s terminology and needs.
Ensure the “Allow custom date selection for goal creation” setting is enabled.
This allows users to:
View goals based on these customized periods.
Filter their goals by these periods directly in the app.
To see how to customize goal periods, please check this article.