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Introducing Goal Cycles and Annual Goals

Last updated on Oct 24, 2024
  • What are Goal Cycles?
    Goal Cycles are the time period in which your goals are being worked on. It is Annual, Quarterly and Monthly for now.

  • How can I filter my Goals?
    Filtering of Goals which was earlier based on the due date of a Goal is now changed to the cycle a Goal belongs to. You can filter based on any of the active cycles, upcoming cycles or previous cycles.

  • When can I set Goal cycles?
    You'll have the option to set a Goal Cycle while creating/updating a Goal. You can now also set a start date for a Goal.

  • What is a planning year?
    The Goal cycles will depend on a configuration called Planning Year. Planning year says what is the first month that your company wants to use for starting their Goal planning cycle. (Could be Jan, April, July, October)

  • Click "Create Goal".

  • Click on this textbox to enter a Goal.

  • Click here to set the Goal Cycle. You can choose from Active, Upcoming, or Previous cycles.