Goals can be added to a playbook to report progress.
Follow these instructions:
- To add a goal, from the goal card, click on the icon.
- Select "Add to playbook":
- Either click on the checkbox on the right hand side of an existing playbook to select it or click on "Create a playbook":
- To create a playbook, complete the information on the screen":
- 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.