/ Reporting

Create a playbook

Goals can be added to a playbook to report progress.

Follow these instructions:

  1. To add a goal, from the goal card, click on the Button More image icon.
  2. Select "Add to playbook":
    Goal More Menu image
  3. Either click on the checkbox on the right hand side of an existing playbook to select it or click on "Create a playbook":
    Goal More Menu image
  4. To create a playbook, complete the information on the screen":
    Playbook create image
  5. To add more goals, repeat steps 2 and 3.

Visualise playbooks under the menu "Playbooks". Your playbooks are displayed under the tab "My Playbooks". The playbooks you are invited to see are displayed under the tab "Team Playbooks".

Click on a playbook compact card to display its content.

The playbook expanded view is a detailed progress report on goals that you and your team can use to manage your objectives.

Bruno Vinel