Goal Tags

Admins and goal owners can add goals tags to categorize goals.

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Goal Tags are searchable terms that employees can add to their goals in order to help categorize goals as relating to an overarching theme or strategic initiative. Admin users can add goal tags to all goals, while employees can only add tags to the goals that they create or own.


All users have the option to add goal tags to any goal that they create. To add goal tags, click Add Goal Tags  below the Goal Name field on the Goal Creation page. 

 

Next, type in the text of the goal tag you would like to add. Any word or phrase can be used as a tag. You can add multiple tags by clicking Enter on your keyboard after each tag. 


Goal owners and Admin users can also add tags to a goal at any time from the goal detail page. To add a tag, click the tag icon at the top of the goal page and type in the text of the tag you would like to create. Then, hit the enter key and click Save to add the tag. 

 


From the Goals landing page, you can search for all goals that include a particular tag by using the Goal Search menu at the top of the screen. Simply type in the tag you would like to search for and click on the Tag when it appears in the menu. 






Note: By default, your view of Goals will include goals that you are personally affiliated with only. You will need to remove the Your Goals filter in order to view all goals throughout the organization that include the tag you are searching by.