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 called "Related Goal."
Open the drop-down 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 goal card.
You can see the goals that have been related to tasks in your Tasks module as a separate column:
