teamgate support corner

How to set meeting scheduling goals?

Giedre -

Set meeting scheduling goals for your team members by following these steps:

1. Open Insights module > Goals > Meeting Schd. Goals

2. Select the period:

  • For previous period click "Last" and choose "Week" ;"Month"; "Quarter"; "Year".
  • For future period click "This" and choose "Week"; "Month"; "Quarter"; "Year".

3. Start entering user's name > click "Search for user" or click "Enter" to see the goals setting template. It is allowed to set goals for 4 users at once.

4. You have to set the goals for every user separately.

 

 

 

To track the results see Activity goals vs. Performance this month  section in the Dashboard and Activity goals report.    


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