How to add Goals from the Goals Library in Profit.co?

Category: Performance

Profit.co provides an option to add Goals from the Goals Library.

Why this feature?

  • The Goals library serves as a repository for any goals you might want to use in the future.
  • Users can save the Goals that they find valuable and directly move them from the Goals library while creating individual and organizational goals.

Step 1

Navigate to Settings → Performance → Goals from the left navigation panel.

On the Goals page, select the Goals Library tab, and select a Category for your goals. If you want to include additional categories, click on the Add Category button.

To Add New Goals, click on the Create button.

Step 2

On the Create Goal panel, provide the required information.

Once done, click on Create.

Note: You can now export your Goals Library as a CSV file. 

Step 3

Navigate to Performance → Goals from the left navigation panel.

On the My Goals page, click on the + icon to Add New Goal and select From Library from the drop-down menu.

Step 4

From the Create Goal From Library panel, select the Goal you want and click on Add.

Step 5

You can share and Associate Key Results for your goal. Once done, click on Create. 

The newly created Goals will be added to your My Goals page. 

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To learn more about how to add Notes to your goals, click here.

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