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  5. How do I add an objective to the Objectives tracking tab?

How do I add an objective to the Objectives tracking tab?

How do I add an objective from a strategy?

  1. Click + behind strategy.
  2. Select the strategy from which you want to add an objective and choose which objective should be added.
  3. Click on add objective
  4. A new row is created for this objective.

How do I add an objective for the current strategy?

  1. Click on + behind this portfolio.
  2. Enter a name for the new objective.
  3. Click on Add
  4. A new row is created for this objective.

Choose a descriptive name when you create a new objective, so that the objectives goal is clear from the name.

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