Set activity goals
Updated
Give each activity a yearly target, for the office or for one person.
1 minute · Owner
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Open Settings and choose the Goals tab.
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On Office Goals, find the Activity Goals card under Annual Goals.
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Press Edit.
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Type each activity's Annual goal. Per month shows what one month needs.
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Press Done.
- An activity is listed once someone is assigned to it. See Set up activities.
- To shape the months, press Monthly → on the activity's line.
- For one person, open Individual Goals, click their name and use the Activity Goals card on their page.
Once a goal is set, Log Activity shows each activity's progress toward it for the month.