Encouraging employees to set clear goals is essential for maintaining alignment, accountability, and progress across your organization. The Goal Creation Notification feature allows administrators to send targeted reminders prompting users to create their goals within Teamflect. These notifications can be delivered through Microsoft Teams chat and email, making it easy to reach employees where they already work.
In this guide, you’ll learn how to configure goal creation notifications, choose recipients, and customize the message so your team stays engaged in the goal-setting process.
Step-by-Step Guide: How to Utilize the Goal Creation Notification
Step 1: Access the Admin Center:
Log in to your Teamflect account as an administrator.
Navigate to the Admin Center: https://admin.teamflect.com/
Step 2: Navigate to the Goals Module:
In the Admin Center, click on "Modules."
Select the "Goals" module from the list of available modules.
Step 3: Select Goal Creation Notification:
Within the Goals module, locate and click on "Goal Creation Notification."
Configure Notification Details:
Choose the subject for the notification to clearly indicate its purpose.
Select the sender of the notification using the "send as" feature. This can be Teamflect Goal Creation Notifier, the manager's name, or your own name.
Choose the recipients who will receive the notification. This can include individual users, teams, or specific groups within the organization.
Add a Note for Recipients:
Write a brief note for the recipients to inform them about the purpose and details of the notification. Include instructions on what actions they should take, such as creating their goals within Teamflect.
How will goal creation notification look like?
Email Notification:
Teams Chat Notification:
Utilizing the Goal Creation Notification feature in Teamflect can help administrators remind users to set their goals within the platform effectively. By following these simple steps, you can ensure that users stay on track with their goal-setting activities, ultimately contributing to the overall success of your organization.
Beneficial Use Cases:
Stay Informed: Get timely updates when new goals are created, ensuring you never miss important objectives.
Track Team Progress: Enable notifications to monitor new goals set by team members and keep everyone aligned.
Boost Accountability: Stay updated on newly created goals, fostering transparency and accountability across teams.