Creating goal filters
Goal filters enhance the usability of the goals card by allowing users to sort and view goals based on specific criteria, aiding in better management and tracking of performance metrics.
Filters and Their Use:
- Team/Self: Differentiate between personal and team goals.
- Date: Select from preset options or specific dates to review goals.
- Frequency: Choose the periodicity of the goals.
- Progress: Assess the current status of goals.
- Goal Name: Search and sort by the goal's title.
The date filter needs to be manually enabled as it is not active by default.
The date filter on the mobile app is instrumental for managers and users alike to retrospectively assess goal achievements.
Using Date Filters in the Mobile App:
- Sign in to the Vymo mobile app.
- Tap 'View all' on the Goals card.
- Click the filter icon, situated top right, adjacent to the search icon.
- Pick a suitable date filter from the presented options.
- Confirm your choice by tapping 'submit'.
Post-implementation, users should be able to seamlessly filter and review past goal achievements, thereby streamlining the process of performance tracking.
See also
- Goals Overview
- Enabling Goals
- Setting Up Goals
- Setting Up Computed Goals
- Creating Goal Filters
- Creating User Score Goal
- Partner Goal Setting (Business Metrics)
- Goals Grouping
- Assigning Targets to People
- Uploading External Achievements