Adding a Category to a Goal

by Fred Pukay

If categories are enabled for your organization, end users can add them to goals at any time during or after the goal creation process.

  1. In the goal create window, find the category field on the right-hand side and search for categories.Screen_Shot_2017-07-25_at_4.34.32_PM.png
  2. You can add as many categories in the dropdown menu as needed. To remove any extra categories, click on the symbol.

To add a category to an existing goal, click the Quick Edit option on the goal list page and follow the procedure above.




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