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Once a user has some been given a set of goals set they can create and link events they create to show progress towards those goals. |
You can either link Linking to goals can be done whilst you are creating a new event, or retrospectively link existing events from your goals page.
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by linking existing events.
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Automatically linking whilst creating a new event
By configuring the achievement settings of targets to automatically link new events, all newly created events which match the linking filters will be linked to the relevant target(s). This does not require any user interaction and simply happens automatically.
Manually linking whilst creating a new event
When creating a new event you there is always have the option of linking it to any of your open goals by clicking the link to goals button in the top action bar.
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If you have created goal categories this button will become link to... and show a list of the available categories to choose from.
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Clicking this button link to… displays a popup containing all your open targets grouped within their goals and goal sets. This list is ordered by due date so that the goals due next (or most overdue) are shown at the top.
Select one or more targets to which to link to by clicking in the checkboxes and then choosing confirm.
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Linking retrospectively
If you would like to link Link an existing event to your goals then you can do this direct from your can be done directly from the goals page.
Navigate to the goal to which you would like to link to and you will be taken to a page which shows you displays the list of targets within that goal, similar to the below.:
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Against each target you will see a button Each target offers the option to link event to this target. When clicked you are then able to choose to whether to create a new event or select existing event. Creating a new event from here will allow you to select a type of event to create and then automatically link that new event to this target.
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