Filter & View Goals

There are 3 types of filters to view Goals. 

1. List View - Monthly historical status displayed makes it easier to identify at risk Goals. Add a note or change status by clicking on the milestone. Great for Team meetings!


2. Team View - Open sidebar filter (category, open/closed option) and/or select avatar to view one member and/or Teams, etc. Great for one on ones


3. Tree View - Select Single Team, All My Teams or All Teams to further filter. Great for a high level  traffic-light view. 


Tip: Use the Goal status to reflect the progress of linked projects. (on-track / off-track) 

You can always contact us at support to help set-up your Goals  support@teamassurance.com