How to create Objectives

Once the company's Strategy has been defined, it is possible to create Objectives.

How to create the first Objective

  1. Log in to the HTML5 client.

  2. Select the Strategy workspace.

  3. Click on the NEW OBJECTIVE button to open the Objective dialog box.

  4. Enter and select the necessary information.

  5. Click on the CLOSE button.

  6. The first Objective card is displayed in the Objectives Tree view.

How to create other Objectives

  1. Log in to the HTML5 client.

  2. Select the Strategy workspace.

  3. Click on the Create (alert_close22.png) button available in the left hand side of any Objective card.

  4. Select one of the two following command: Insert as Child or Create at the same level.

  5. In the Objective dialog box, enter and select the necessary information.

  6. Click on the CLOSE button.

  7. The new Objective card is displayed in the Objectives Tree view.