Goals Settings

Upcoming priorities or goals.

Goals Settings allow you to control how goals information is entered and displayed on a status sheet.

HEADER

• Name - The name for the section that is used as a label on the status update form and the status sheet.
• Description - Additional details about the information to be entered on the status update form.
• Help Text - Further details that are available on the status update form.

FIELDS

• Carry forward - Specifies whether a information from prior status updates should be carried forward to the next status update.

ADVANCED

The Advanced tab is used for advanced settings that are infrequently used. These settings provide detailed control over how the section is handled on the status update form and on the status sheet.

• Role - Limit status update entry to certain kinds of users.

Fields allows you to control which fields are available to be used in this section.

• Note Field - Specifies whether a Note field can be used to assign a note to items.
• Note Label - Specifies whether an alternate label to use for the Note field.
• Color Field - Specifies whether a Color field can be used to assign a color to items.
• Icon Field - Specifies whether a Icon field can be used to assign an icon to items.

• Item Name - Specifies the label to use for an item within the section.
• Item Icon - Specifies the icon to use for an item within the section.
• Item Color - Specifies the color to use for the item.

Multiple items settings specify whether the user can enter more than one value on the status update form. For example, the Accomplishments section allows you to enter multiple accomplishments but the Status section only allows you to enter a single status value.

• Default Items - Specifies default number of items to create within the section during a new status update.
• Min Items - Specifies the minimum number of items that should be entered during a status update.
• Max Items - Specifies the maximum number of items that can be entered during a status update.

Layout settings specify how information should be displayed on a status sheet.

• Column Width - The width of the section when displayed as a column in a status sheet.
• Horizontal Alignment - Specifies the horizontal alignment of the content in status sheet cells.
• Vertical Alignment - Specifies the vertical alignment of the content in status sheet cells.
• Color Coding - Specify the style of color coding to use for the values.

Sections that use Goals Settings

• Goals Section
• Plans Section
• Priorities Section