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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𧩠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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π Steps to Set Up Objectives
1οΈβ£ Access the Objectives Tab
β’ Go to Manage the Program > Objectives.
2οΈβ£ Start with Milestones
β’ A pre-installed milestone serves as a framework for grouping multiple objectives.
3οΈβ£ 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.
4οΈβ£ 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).
5οΈβ£ Customize Deliverables
β’ Set up the tasks as specific deliverables to be completed by participants.
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β¨ 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.