Goals Settings

Manage upcoming priorities and goals in team status updates with customizable fields and carry-forward options.

Goals Settings allow you to control how goals information is entered and displayed on a status form.

HEADER

• Name - The name for the section that is used as a label on the status update form and the status form.
• Description - Additional details about the information to be entered on the status update form.
• Help Text - Further details that are available on the status update form.

FIELDS

• Carry forward - Specifies whether a information from prior status updates should be carried forward to the next status update.

ADVANCED

The Advanced tab is used for advanced settings that are infrequently used. These settings provide detailed control over how the section is handled on the status update form and on the status form.

• Role - Limit status update entry to certain kinds of users.

Fields allows you to control which fields are available to be used in this section.

• Note Field - Specifies whether a Note field can be used to assign a note to items.
• Note Label - Specifies whether an alternate label to use for the Note field.
• Color Field - Specifies whether a Color field can be used to assign a color to items.
• Icon Field - Specifies whether a Icon field can be used to assign an icon to items.

• Item Name - Specifies the label to use for an item within the section.
• Item Icon - Specifies the icon to use for an item within the section.
• Item Color - Specifies the color to use for the item.

Multiple items settings specify whether the user can enter more than one value on the status update form. For example, the Accomplishments section allows you to enter multiple accomplishments but the Status section only allows you to enter a single status value.

• Default Items - Specifies default number of items to create within the section during a new status update.
• Min Items - Specifies the minimum number of items that should be entered during a status update.
• Max Items - Specifies the maximum number of items that can be entered during a status update.

Layout settings specify how information should be displayed on a status form.

• Column Width - The width of the section when displayed as a column in a status form.
• Horizontal Alignment - Set left, center, or right alignment for content in status form cells to improve readability and visual organization.
• Vertical Alignment - Configure how content aligns vertically in status form cells - top, middle, or bottom positioning for optimal display.
• Color Coding - Add color coding to status values with background fills or border highlights for quick visual status recognition.

Sections that use Goals Settings

• Goals Section
• Plans Section
• Priorities Section