Goals

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

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.

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