Create a Goal for a User

You can create a goal for a user. The goal is visible to the user and any users with permission to evaluate them.

1. On the navigation bar, click Accounts > View all accounts.
   
2. Search for the user you want to create a goal for > click their name.
3. Next to In-Progress Goals, click View & Edit.
   

4. On the Goals page, click New Goal. The Add Goal dialog box appears.
5. Type a summary and description for the goal.
   

6. Click Create Goal. The goal appears on the Active tab as pending.
   

   A goal can only be deleted while pending. To delete a goal, click Cancel, and then click Are you sure.

   
   

   If you and the user agree on a goal, you can change its status to approved by clicking .

   
   
   

   To see a goal's description, click .