How to set Custom attributes for Goals?

Category: Performance

Profit.co provides an option to set custom fields for goals based on their business culture and organizational requirements.

Why this feature?

This feature allows the employees to customize the Goal creation page according to their needs. You can also add the necessary attributes to the goals creation page from the predefined set of attributes.

Note: Only Super users can add custom fields for goals.

Step 1:

Before creating goals you can customize the attributes for goals. To perform this, Navigate to Settings → Performance → Goals.

goals

Step 2:

Click the Customize button to edit the Goals section.

customize

From Palette insert the Sections & Attributes inside the layout according to your requirements.attributes

We can insert the attributes by dragging and dropping them inside the section area and select the Inspector tab to set the Fields(Type, Name, Label Visibility,) for the attributes.

attributes

Finally, click on the Save button.

Step 3:

While creating a new goal the section which you have created will be reflected.

new-goal

Related Answer Posts:

To know more about How to create goals, click here

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