Use this section to create a list of Sample Objectives (or Roles) that will appear to all Inspire users. This allows new users to easily select and add pre-written Objectives and Key Results.
There are two ways to add objectives to the Sample Objectives drop-down list: create a new, custom objective unique to your company, or choose from a pre-populated list of stock objectives.
To add a New, Custom Objective, follow the steps below.
Navigate to Administration- Settings- Company Roles and Objectives
Select: List: Company ;
Manage: Objectives ;
Perspective: Professional;
Category: Choose an option
Tip: You can edit Manage and Select Roles if you want to add Company Roles for users to select.
- Click the + Add
Note: You must have Administrator Permissions to add Sample Objectives and Roles to your Organization's Inspire Instance.
Note: Category: Admins can create Categories in this step by selecting the drop down and Select Add / Manage Categories.
- Add an Objective title, description and category.
Use the Perspective drop-down to determine whether your sample objectives are personal or professional.
Note: The Perspective menu will not appear if Personal Perspective has been disabled in Company Settings.
- Add Key Results
- Save.
The new objective is saved and will now appear in the Sample Objective list.
To edit or delete an existing sample objective, click the Edit pencil icon
Note: This same process may be used to add Roles to the Sample Roles drop-down list that appears to new users
To add one of the pre-populated Stock objectives to the Sample Objectives drop-down list, follow the steps below:
In the left-hand navigation pane, select Settings, and then Company Roles and Objectives.
Set the List drop-down menu to Stock, the Manage drop-down menu to Objectives, and the Perspective drop-down menu to Professional. This will display a selection of professional stock objectives.
Note: The Perspective menu will not appear if Personal Perspective has been disabled in Company Settings.
To add one of the stock objectives to the Sample Objectives drop-down list, select the Green + To My Company List.
The stock objective will now be listed in the Sample Objectives drop-down list that appears to new users who have not yet added their first objective.
Note: This same process may be used to add Roles to the Sample Roles list.
If you have any questions on adding Sample Objectives or Roles to your Inspire instance, please contact support@inspiresoftware.com.