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All CollectionsHELP CENTER - MANAGERS6️⃣ Create objectives
πŸ“ How to set up objectives in the project space ?
πŸ“ How to set up objectives in the project space ?

Learn how to set up objectives in the project space, add tasks, customize fields, and track participant progress effectively.

Updated over 2 weeks ago

Objectives are at the heart of your project, defining its goals and progress.
The Project Space helps participants track and achieve these objectives, which are built from tasks (deliverables).


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🧩 Understanding the Project Space

The Project Space is divided into tabs to help manage progress:

β€’ Overview: Displays progress, remaining days, shared documents, and newsfeed updates.

β€’ Deliverables: Where participants submit tasks and track their progress.

β€’ Notes and Community: Groups members, subscribers, and project experts.

Objectives are framed here, guiding participants toward completion through structured tasks.


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πŸš€ Steps to Set Up Objectives

1️⃣ Access the Objectives Tab

β€’ Go to Manage the Program > Objectives.

2️⃣ Start with Milestones

β€’ A pre-installed milestone serves as a framework for grouping multiple objectives.

3️⃣ Add Objectives

β€’ Click + Add Objectives.

β€’ Fill in:

β€’ Name: Title of the objective.

β€’ Dates (optional): Specify start and end dates.

β€’ Click Add to save.

4️⃣ Define Tasks

β€’ Select the created objective and go to the Tasks tab.

β€’ Click + Add Task, then:

β€’ Name the task.

β€’ Add a field by clicking + Add a Field (e.g., multiple choice, unique choice, template completion).

5️⃣ Customize Deliverables

β€’ Set up the tasks as specific deliverables to be completed by participants.


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✨ Pro Tips

  • Use Milestones Strategically: Group related objectives under milestones for better organization.

  • Customize Task Fields: Tailor task fields to collect the exact data or input needed.

  • Track Progress: Use the Insights tab to monitor progress and ensure participants stay on track.


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By following these steps, you can set up objectives that provide structure and clarity for participants, ensuring their progress aligns with program goals.

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