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Create Goal Tags

Creating goal tags for your company to use for organizing, grouping, and sorting goals   Why use Tags?  Goal tags can be used to organize...

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Written by Adam Kroboth

Creating goal tags for your company to use for organizing, grouping, and sorting goals

Why use Tags?

Goal tags can be used to organize goals around significant initiatives. For example, suppose a company is expanding into Europe (which can be very cross-functional). In that case, admins can create a tag titled ‘European-expansion.’ Then, when an employee creates a goal, they can add this tag to their goal, and everyone will see that their goal is aligned with a larger department or company objective.

Before you start

Only admins can create tags; managers and individuals cannot create tags.

Creating Tags

An admin can create a new tag by following the steps below:

  1. Navigate to Admin > Goals > Tags.

  2. Enter the new tag name in the Add tag bar

  3. Click Add.

Next, learn how to add a tag to a goal.

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