Setting up your Company Objectives

Please note: Remember to enable Company Objectives in 'Objectives Features Enabled' under your company settings in your admin area.


Company Objectives helps you communicate your business vision and goals to all employees, allowing managers to align Team Objectives to the Company Objectives, and giving employees context into how their Personal Objective have an impact on the wider business. 


1. Navigate to 'Company Objectives' in your admin left-hand navigation, and click on '+ Add new Company Objective'



2. You can then begin to populate the fields for the Company Objective:

  • Title
  • Description 
  • Start/due date 
  • Select the metric for the Objective to be measured by:  
    • Progress not tracked
    • Milestones
    • Percentage
    • Number
    • Currency
    • Yes/No
  • In 'Advanced features' you align the company objective to a tag (if applicable) 


Using Milestones as the success metric 

1. Add the milestone title

2. Select how you will measure this milestone (percentage, number, currency, yes/no)

3. Enter your current status/number, and what the goal (target) is 

4. In 'Advanced' you can then confirm the importance of the milestone, and it's due date

5. Select ' Add another milestone' to add another, and repeat until you're happy with your list, then click 'Create Company Objective'