In this article, we will help you to understand how to add and manage team objectives.
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Overview
Set clear objectives for the team – Create a plan, assign the objectives to the team, and manage the work to achieve them. You can also prioritize work in line with the company’s objectives to boost the team’s overall productivity and get effective results.
Note: This menu is only available for the Team Goals and Objectives template.
Navigation
In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Team Objective.
Steps to Add a Team Objective
- Click the ADD button.
- Enter the relevant attributes for the creation of a team objective:
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- Name: Enter the name of the team objective.
- Card Owner: Select the card owner for the team objective.
- Priority: Set the priority of the team objective.
- GManual Percent Complete: Enter the percentage of the team objective that has been completed.
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- Fill in the other remaining attributes and click the SAVE button.
To know how to quickly add a Team Objective from the left navigation panel, click here.
Default Sections in Team Objective
The default sections appearing for a Team Objective are Details, Linked Cards, Comments & Attachments, System Fields, and Activity Log.
Once the Team Objective is created, the following tab is visible:
- Details: The Details section displays, gathers, and tracks all information related to the Team Objectives.
- Linked Cards: It helps you to set parent-child hierarchy and the relationship between themes/epics and workitems and trace them while working with them. For more information, click here.
- Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
- Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem. For more information, click here.
- System Fields: All the system-generated fields or uneditable fields are listed in the System Fields segment. To know more, click here.