Goal categories provide an additional way to label and track goals, ensuring alignment across your organization. When enabled, users can select a category from a predefined list on the "Goal Details" page while creating a goal. These categories offer an extra layer of filtering for reporting purposes.
Enabling Goal Categories
To enable goal categories, an account admin must toggle on the "Include Category for Goals" setting. This setting is available to both cascading goal users and simplified goal users and can be found under: Settings > Account Settings > Preferences > Goal Management.
Additionally, you can customize the terminology used for "Category" by selecting an alternative label, such as Perspective or Strategic Theme, from the "Change Goal Category Label" dropdown menu.
Managing Goal Categories
Adding a New Category - Account admins and super users can add goal categories through the Library:
Navigate to Library > Goal Categories.
Click the green plus icon in the upper-right corner to create a new category.
Updating or Deleting a Category - To update or delete a category:
Click the three-dot menu next to the goal category's title.
Select the desired action (Edit or Delete).
Goal Categories in the "All Goals" View
When the goal categories setting is enabled, the selected category appears in the "All Goals" view within the goals application. This allows users to quickly identify the category associated with each goal.
For reporting purposes, you can also apply a filter to search for specific categories, making it easier to analyze and track goals by their designated category.
