The objectives are displayed in the front office in the My objectives menu, and are automatically linked to the Preparations and Closing steps.
Create a goal
Click the button , then fill in the label and dates of the objective. It is also possible to add a description to the objective.
Documents
This tab allows you to attach documents to a goal. To do this, click on the button . Then in the pop-up, select a folder then one or more files.
After selecting files using the check boxes, it is also possible to delete them by clicking on or download them by clicking on
Taught
This tab allows you to link the objective to one or more brands.
Classifications
This tab allows you to link the objective to one or more classification(s).
Categories
This tab allows you to attach the objective to one or more categories.
Edit a goal
In the "Goals" menu, simply click on the goal to be modified. It is then possible to modify all the fields.
Click on to save the changes.
Delete a goal
In the "Objectives" menu, simply click on the objective to delete, then on , before confirming the deletion.