Add Objectives

To add an Objective, proceed as follows:

➢Click on New Objective. ▶ The Quick Create: Objective form for creating an Objective opens.

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▪Fill out the form:


▶ To add an Objective, the mandatory fields must be filled out. All mandatory fields are marked with a red star.


▪General:

▪Objective Title: Enter a meaningful name for the Objective.

▪Project: The current project is selected by default.

▪Owner: Creator of the Objective. The current user is entered by default.


▶ You can select a different project and owner by clicking on the search icon (magnifying glass) and selecting a different project or owner from the drop-down menu.


▪Objective Description:

➢Enter meaningful descriptions in the field.

▪Priority:

➢Click in the field and select the priority from the drop-down menu..

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▪Assigned To: Stakeholder to whom the Objective is assigned.

➢Click on the input field, then press the Enter key and enter the desired stakeholder.

▪Objective Status:

➢Click in the field and select the status from the drop-down menu.

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▪Objective Type:

➢Click in the field and select the type from the drop-down menu.

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➢Click Save and Close.

Or

➢Click the down arrow and Save & Create New to add another Objective.

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▶ A Objective is added.

▶ The Objective appears in the Active Objectives table.