clicking the “+Add Goal” button allows the user to create a new team goal
Goal name – This is the goal name and is MandatoryDescription – A description of the goal is optionalTarget Date – The user can record an estimated/aspirational target date (greater than today) to achieve the goal (optional)Status – Dropdown selection of statuses. (Optional)Type – Dropdown selection of Types from Admin>Categories/TypesCategory – Dropdown selection of Categories from Admin>Categories/TypesRecurring – A check box, once ticked displays a Days free text field with info on hover over. If a goal is recurring, a new goal is created x number of days after this goal is moved.Link to Objective – The user can also link the goal to an objective (optional)Cancel – clears all fields and returns user to the My Team Goals pageCreate Goal – Creates the new goal in the My Team Goals table in the DB. The creation date of the goal is automatically added to the DB record as today’s date.
My Team Goals Grid
Target Date – Sorts by date showing any past dates at the top, then null value dates, then next upcoming datesGoal Name – Name of goalDescription – Goal DescriptionStatus – Goal statusCategory – Category if one is providedLink to Objective – objective name if linkedDate CreatedMove check box – to select goals for movingRecurring symbol – only displayed if goal is recurringActions – Edit/Delete
The user can tick the “Assign” tick box for each goal in the My Team Goals list, which means that if the “Assign To” button is clicked (blue button on top of the page), all “ticked” goals will be assigned to the current week (if there are less than 5 goals in the current week)
if you assign a goal to someone, a new Goal is created for that user in their iteration and is linked to the TeamGoals goal. Ie. if you assign one to yourself, and then update the status of it in your own iteration, it will reflect in the Team goals area.
Each goal in the list can be edited by pressing the “edit” pencilDelete
Each goal can be deleted with the delete icon
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