To-dos for Goals

A guide to when tasks are created for goals.

Tasks are created for goals in three instances:

1. When the objective has been assigned to you by someone else

2. When the action item has been assigned to you by someone else

3. When it's time to update a goal

Assigned objectives

Tasks are created to remind you to accept or reject when someone assigns it to you. The task will be named as {user name} assigned an objective to you.

Assigned action items

View the action items created by someone else for you in the To-dos to take action on it. The task will be named as {user name} assigned a task to you for a goal.

Update reminder

Tasks are created to remind you to update a goal that is sent out at a cadence of the admin's choosing:

• Weekly on the selected day

• Monthly on the selected date

The task will be named Update your goal. Goal tasks can be dismissed without completing the action they're associated with.