Create a goal type

The process is similar for creating both company and personal goal types with one difference; personal goal types support availability controls using audiences.

To create a goal type, follow these steps:

1. Go to Quick-access menu > Goals > Manage company goal types or Manage personal goal types.
2. Click the Add a new company goal type button or the Add a new personal goal type button.
3. Enter a Type full name that describes this type. This is the value that will be shown when a new goal is being created and the user can select the type of goal.
4. Enter a Goal type ID number; an optional ID number used to keep track of the type.
5. Enter a Goal Type Description to provide additional detail about this type.
6. Select a Goal type availability. This only applies to personal goal types. Options are Available to all users (default) and Available only to certain audiences. 
7. If Available only to certain audiences is selected the Add audience(s) button appears, allowing you to select from the list of audiences defined in the system. When one or more audiences are selected, only users in those audiences will have the option of selecting this goal type when adding their own personal goals.
8. If a user has created a goal of a specific type and they subsequently lose access to that type (due to changes to either the assigned audiences for that type or audience membership) the user keeps access to goals of that type that they created when they did have access. However, they can no longer create new goals of that type.
9. Click the Save changes button.

Next steps

• Add custom fields to a goal type
• Create a goal scale
• Create a goal framework