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How can I add related tasks to a goal?
How can I add related tasks to a goal?
Livia avatar
Written by Livia
Updated over a week ago

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

  1. While creating a task or updating an existing task

  2. 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 right-hand side of the goal card.

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