Create a Goal Using Blank Template

Welcome to Kroolo, the smart productivity powerhouse! This guide will walk you through the process of creating a goal using a blank template. Let’s get started!

Open your Kroolo dashboard. Click on the Goal section to begin the goal creation process.

Click on the Create Goal button.

Choose the option to Use Blank Template.

Enter your Goal Name: Type in a clear and concise name for your goal.

Goal Description: Add a detailed description to outline the purpose and scope of your goal.

Change Icon Color: If desired, select and modify the goal icon color to match your preference.

Modify Priority Setting: Adjust the priority of your goal (e.g., High, Medium, Low) to reflect its importance.

Change Status: Set the current status of the goal (e.g., Not Started, In Progress, Completed).

Start Date: Choose the start date for your goal.

Completion Date: Determine the desired completion date for achieving the goal.

By default, your goal is set to Personal. To make it a Team Goal, toggle the switch to the On position.

Click on the Team Icon: This allows you to assign the goal to a specific team.

Select a Team: Choose a team from the list or create a new team if necessary.

Add Tags: Select tags from the existing list to categorize your goal.

Choose Multiple Tags: If needed, you can add multiple tags for better organization.

Modify Price Settings: Adjust the price settings associated with your goal if applicable.

Click on Create Goal: Once all information is entered, click the Create Goal button to finalize the setup.

After the goal is created, open it to add all the key results necessary for achievement.

If necessary, create sub-goals to break down your main goal into manageable parts and monitor your goals.

And that’s it! You have successfully created a goal from scratch in Kroolo.