Assign a company goal to groups
  • 05 Jul 2023
  • 1 minute to read

Assign a company goal to groups


Article Summary

As a Site Administrator you can assign company goals to audiences, positions or organisations.

To assign a goal to one of these groups, follow these steps:

  1. Go to Quick-access menu > Goals.
  2. Select a goal framework.
  3. Select the goal you want to assign. 
  4. In the Assign group of users dropdown, select either Add organisation(s), Add position(s) or Add audience(s).
  5. When adding organisations or positions, select the framework using the dropdown list, then select the positions or organisations you want to assign. When adding audiences, simply select the audiences you want to assign the goal.
  6. Click Save.

The Goal Assignments table will then show that the goal is assigned to the selected audience(s), position(s) or organisation(s), and how many users are affected by each assignment.

Alternatively you can add goals when viewing a specific position, organisation or audience. For positions/organisations, follow these steps:

  1. Go to Quick-access menu > Positions or Organisations.
  2. Select the framework containing the position or organisation to which you want to add a goal.
  3. Select the position or organisation.
  4. Click Add goal.
  5. Choose a goal framework using the dropdown list and select the goals you wish to assign.
  6. Click Save.

For audiences, follow these steps:

  1. Go to Quick-access menu > Audiences.
  2. Select an audience.
  3. Select the Goals tab.
  4. Click Add goal.
  5. Choose a goal framework using the dropdown list and select the goals you wish to assign.
  6. Click Save.

The Goal Assignments table will then display the assigned goals.

C017 - Goals(1)The Totara Academy has a whole course dedicated to using Goals in Totara Learn. Here you can learn more on how to use goals, see best practice, and give it a go yourself.

© Copyright 2024 Totara Learning Solutions. All rights reserved.


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.