Create a team goal
- From the navigation bar, click Goals. The Goals page opens.
- Click
and then click Team Goal.
- Select a goal period.
- Enter a title and description.
- Select a due date.
- (If applicable) Select a corporate objective to associate this goal with.
- Click the Assignees tab. The Select Assignees page opens. Your direct reports appear in the Available panel by default.
- Click and drag a team member or members from the Available panel to the Selected panel.
- (If applicable) To add other employees (for example, employees in your down line), search for them and click Add Assignee.
- Click Send Assignments. The team goal is sent to the assignees and they are notified (Goal Assigned by item appears on their dashboard).