Create, update and check-in on Objectives from your Inspire homepage using the Objective Activity Widget.
Once you have added the Objective Activity Widget to your homepage, follow the instructions below to easily manage your Objectives.
The widget automatically displays the first three Objectives in the list. Be sure to click on Show More at the bottom of the widget to see any other Objectives listed.
Add an Objective
- Click the Green + button at the top right of the widget.
- Select the type of Objective you wish to add.
- Enter your Title, Description and other desired Objective information.
NOTE: For more detailed instructions about creating a new Objective, read this article.
- Save your new Objective.
Add Tasks to an Objective
- Enter your task title in the Add Task field for an Objective.
- Click Enter or the Green + button to add your task to the Objective.
- To edit the task's details, such as setting a due date, click the ... Ellipsis button on the task and then select Edit.
NOTE: To delete a task, click the ... Ellipsis button on the task and then select Delete.
Optional: Add a Priority: High, Normal or Low to Prioritize your Tasks
NOTE: Only tasks created this week, tasks due this week, and overdue tasks will display on the Objective Activity Widget. If a task is NOT due this week and the task was created last week, the task will NOT appear on the Objective Activity Widget.
Filter Your Tasks
Filter your tasks by priority by clicking the All Task Priorities button at the top right of the widget and selecting a priority from the drop-down menu.
If you Select High-Priority Tasks- it will push those tasks to the top of your list and you will see a red ! next to your tasks. All other tasks will be listed below.
Check-In On Your Objective
1. Click the Check-In button for the Objective you wish to update.
2. Enter your status and update your progress.
3. Click Check-In to save and post.
View and Edit Your Objective
- View your Objective's details by clicking on the Objective title.
- Edit your Objective by clicking the Edit button and update your Objective as desired.
- When you have finished making your updates, Save your Objective.
TIP: Objectives are displayed on the Objective Activity Widget in Priority order if a priority number has been included on the Objective, otherwise, they are displayed in alphabetical order.
If you have any questions, please reach out to support@inspiresoftware.com.