Learn how to set the requirement for tags, priority, and goal cycle fields
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.
Before you start
Please note: If you edit a goal that was created before a certain field was required when you edit the goal you will be prompted to fill out the required field.
Adjusting your Goal Fields
Step 1: Navigate to Admin > Goals > Settings.
Step 2: Under Customization, you can set the following:
- Tags: Required, Optional, Hidden
- Priority: Optional, Hidden
- Goal cycles: Required, Optional
- Goal alignment (if applicable): Required, Optional
Step 3: Save your changes at the top of the screen.
Required Fields
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.
