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How to Add a Goal

Goals can be managed within an ERG’s page. To add a Goal,

  1. Click “+ Add New” in the Goal Tracker table
  1. Provide the relevant and required details of your goal.
    1. A few notes when building your goals:
      1. A goal can be shared by multiple ERGs
      2. A goal does not need to adhere to a year or quarter if it’s evergreen
      3. The “4C Category” reflects the 4C Framework that we detail in this Knowledge Center article. If you want to reflect a company value or another type of goal, enter that into the Other Impact Category section.
  1. Once your goal is complete, click “Save”

Once your goal has been created, it will show up in the Goal Tracker.

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