1. Home
  2. Knowledge Base
  3. Strategy
  4. How do I add objectives in the Strategy app?

How do I add objectives in the Strategy app?

In the Strategy app you can add your own objectives:

  1. Go to the Strategy app and navigate to the intended strategy or create a new strategy.
  2. Click on ADD OBJECTIVE next to the correct perspective to create a new objective.

  3. After creating the objective, click on the card to set the details.
  4. Choose a short name for the display in columns, choose a background color and set the value type. You can choose Number, Checkbox, Text selector of Image selector.

  5. When you choose Number, the input consists of numbers. Set a unit (for example, percentage).

  6. When you choose Checkbox, the input consists of a check box, which can be checked and unchecked.

  7. When you choose Text selector, the input consists of a dropdown of text choices that you can set yourself.

  8. When you choose Image selector, the input consists of a dropdown of pre-selected images (such as emoticons or colored flags).

You can also add these objectives to the Balancing tab. This way you can easily display the contribution of portfolio items.

Was this article helpful?

Related Articles