HelloTeam

Click on Goals on the left-hand menu. The Goals page will display Company, Department, Team and Personal Goals. 

To add a Personal Goal, click on the Personal Goals tab at the top of your screen. Note: these steps are identical for creating any type of goal within the HelloTeam platform.

Click on the blue Add Personal Goal button to the right of your screen. 

Complete the fields to create your Goal. 

You may include a more detailed Description of the Goal.

Select the Owner. This option will default to the user but can be changed as a manager. 

Save each Goal by clicking the Green Save Button at the bottom of the window.

1. Login to your HelloTeam account.
2. Click on Goals on the left-hand menu. The Goals page will display Company, Department, Team and Personal Goals. 
3. To add a Personal Goal, click on the Personal Goals tab at the top of your screen. Note: these steps are identical for creating any type of goal within the HelloTeam platform.
4. Click on the blue Add Personal Goal button to the right of your screen. 
5. Complete the fields to create your Goal. 
6. You may include a more detailed Description of the Goal.
7. Select the Owner. This option will default to the user but can be changed as a manager. 
8. Save each Goal by clicking the Green Save Button at the bottom of the window.

Create a Goal

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