We understand you may want to make specific goal fields optional, required, or hidden, so we have given all admins the ability to customize the optionality from your Goal Settings page.

Adjusting your Goal Fields

Step 1: Enter the Admin panel and navigate to your Goals Settings.

Step 2: Under "Customizations," assign tags and goal cycles as optional or required. Priority can be set to optional or be completely hidden.

Step 3: Save your changes at the top of the screen.

If a field has been set to be required, employees will receive an alert preventing them from creating the goal until the fields are selected.

What's Next?


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