Grouping Goals By Goal Categories

Managers and Company Owners (COs)/ Admins can group goals by goal categories.

To group goals by goal categories, go to the Goals Tab.

For Managers, go to the ”Team” tab.

If you Admin chose to turn on the Channel option, a manager will be able to see the goals of the employees down the manager's reporting line.

For COs and Admins, go to the “Company” tab.

Once in the respective tab, click the drop down arrow next to the “Grouped by Individual” text.

Click on “Grouped by Category” from the drop down window.

Goals will be grouped by categories. 

Video Instructions (No Sound): http://screencast.com/t/oRdjoViYz