Skip to main content
All CollectionsGoalsArticles for Individual Contributors (Non-Managers)
How can I create a goal in a Teams chat conversation?
How can I create a goal in a Teams chat conversation?
Livia avatar
Written by Livia
Updated over 6 months ago

Teamflect lets you create a goal while you are chatting with your colleagues in a Teams chat or channel.

Step 1

To create a goal, please click the "..." button that appears right above a chat message.

Step 2

When the menu opens, click "More actions" and then click "New Teamflect goal".

Step 3

Add details about the goal using the pop-up window and click Create.

Step 4

Goals will appear in the chat. Now, you can send the goal by clicking the “Send Message” button.

Alternative Option

Step 1

There is also a second way to create via chat. Find the Teamflect icon among the icons under the new message bar and click on it.

Step 2

Then, click on the three dots in the tab and select “New Teamflect Goal.”

Step 3

Follow the same steps as when creating a task within the application and click the “Create” button. Your task will appear in the chat. Now, you can send your task by clicking the “Send Message” button.

Did this answer your question?