All User Resources (Indigo: V3)
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      3. All User Resources (Indigo: V3)

      Add and manage goal template

      Goal templates help streamline the goal-setting process by providing ready-to-use formats that align with organizational objectives. Admins can create custom templates tailored to their organization’s needs, ensuring consistency and clarity across the organization.

      Engagedly also provides a library of predefined templates based on proven frameworks like SMART goals and objectives and key results (OKRs), allowing employees to set effective goals quickly and stay aligned with industry best practices.

      Navigate to Apps > Goals.

      1.   Go to the Library and click Add Goal Template at the top right.

      📒 Note: The Add Goal Template option is available only in the Organization tab.

      Add and mange goal template

      Action

      Steps

      Create a new template

      2.   Add a title.

      3.   Click the drop-down and select a measurement type.

      4.   Click the drop-down and select the goal categories.

      5.   Type the key result, click the drop-down next to it, and select a measurement type.

      You can add multiple key results or delete them if required.

      6.   Click Submit.

      Manage template

      After adding a template, you can edit or delete it.

      Click the Edit edit grey-3 or Delete Delete Grey Icon on a template as required.

      After creating a template, it is saved in the Organization library, making it accessible to all employees.

      Learn more in Create a goal using library.