A Mini goal is a short-term goal to drive focus on closing a gap or striving for a stretch target for a metric. Both frontline members and team leaders can create Mini goals by defining a target and end date.
In this article, we will go over:
How to create a Mini goal
Note: Mini Goals are only sent on the metrics default timeframe. It cannot be adjusted. (ie. if the metric is a daily timeframe, it will only show the results for that day. So if you set the mini goal for March 1st, a week from now, it will only look at the data for March 1st, not the whole week leading to it.)
1) Go to your Dashboard icon on the top left-hand corner of your screen
2) Select the Mini Goals tab in the top center of your screen
3) Select the New Mini Goal tab
4) Add the Assignee you would like to create the mini goal for
5) Include a desired metric you would like them to focus on
6) Assign a Target you would like them to reach
7) Add a due date as to when you would like them to complete this mini goal by
8) Insert a message! This is your chance to add in any extra information and/or even a few positive/motivational words to help boost the assignee!
9) Once you are finished creating the mini goal, select the Create mini goal icon
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Where to view a mini goal
1) Go to your Dashboard icon on the top left hand corner of your screen
2) Select the Mini Goals tab in the top center of your screen
3) Here you will be able to view all your team's mini goals and if they are In progress, Complete, or Missed (if the mini goal was missed, it will show the results)
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How to edit/delete a mini goal
1) Go to your Dashboard icon on the top left-hand corner of your screen
2) Select the Mini Goals tab in the top center of your screen
3) Select the 3 dots next to the mini goal you would like to edit/delete
4) Edit/Delete the mini goal as needed
5) If you are finishing editing, make sure to select the Create a mini goal icon to save your changes
6) If you would like to delete a mini goal, select the Delete icon
Note: If you wish to delete a mini goal, upon clicking the Delete icon, you will receive a warning which will make sure that is the action you want to take
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We hope this was helpful! If you have any questions or need further assistance, please contact us at support@pathlight.com.