How to create & edit periodic goals with targets?
To create & edit periodic goals with targets, follow the steps mentioned below:
- From left Navigation Menu of your web portal, click on Performance and then Goals.
- In Active tab click on the + icon to Add new scheme.
- Fill the Name and Description, select Value/Count, and State.
- Select User wise Goal for Targets if you want it to be user specific.
- Choose an Activity and Occourrence then select dates and do NEXT.
- Select your Targets as preferred and Lock Target.
- Finally, go Next and click on Create.
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