How to Add Goal Categories in Settings

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Creating Goal Categories is a quick and effective way to organise your goals, so you can prioritise accordingly.

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How to a Goal Category in Settings

1. Navigate to Settings >> All Settings >> Goal Categories

2. Click on Create Goal Category

3. Enter in a Name for your Goal Category (i.e. Onboarding).

4. Enter in a number for the Sort Order for your Goal Category (this determines where in the list your category will appear, i.e. sort order = 1 means that this category will appear as the first item in the list).

5. Tick the checkbox 'Is Enabled'.

6. Click Create Goal Category.

7. You will now be able to select this Goal Category when creating goals and goal templates.