Organize Your Strategy - Managing Objectives

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**

Select **Add Objective** from the dropdown menu or click the **Plus icon**\ Under **Name**, enter the new Objective name, for example, ‘Increase customer satisfaction by 15%.’\ Choose an **Owner** from the dropdown menu\ Click **Save**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Objectives**

Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Update Fields tab**\ Update accordingly\ Click **Save**\ \ Updates are changes that apply to a particular period.

Navigate to the **Edit Fields tab**\ Examples of information that can be edited could be an Objective name, Reporting Frequency, Owner, or Description.\ \ Edits are changes that will stay the same regardless of what period the user is in.

Navigate to the **Links tab**\ Here you can manage the elements that are linked to your Objective

Navigate to the **Notifications tab**\ Update your **Notification** preferences accordingly

Select the **Objective** you are going to be working with\ Click on the **Edit Pencil icon**\ Navigate to the **Edit Fields tab**\ **Edit** accordingly\ Click **Save**

Select **Objectives**\ Mark the checkboxes next to the **Objectives** you want to **Edit**\ Select **Edit Multiple** from the dropdown menu\ The **Objectives tab** shows all of the **Objectives** you will be making changes to\ Navigate to the **Update Fields** and **Edit Fields** to perform your changes accordingly In the **Edit Fields section**, changes can be made to the objectives that will be the same no matter what period the user is logged into. In the **Update Fields section**, changes can be made for a particular period.