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Configuring the Objectives Library

Customer Success Updated by Customer Success

Objectives Library

1) To activate in the Admin area, toggle to ‘yes’ – you can configure the objectives at any point and once ready, toggle on so they will be viewable to all setting objectives:

2) To add or edit objectives in the library – select ‘add template’. From there you will populate the objective text:

3) To update an existing select ‘edit’:

4) Once you have toggled on access via Admin, end users will see an option to select when creating a new objective:

5) End users select an objective from the library and click ‘apply’:

6) Once selected, a pre-populated objective is available for the user to edit further as needed prior to using or submitting for approval (if required)

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