Create a Goal Using AI
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!
1. Navigate to the Goal Section
Log into Kroolo and go to the Goal section on your dashboard.
2. Create a New Goal
Click on Create Goal to start defining your objective.
3. Select Kroolo AI (Kroolo AI)
Choose Use Kroolo AI to utilize Kroolo's smart assistant. Here, you’ll enter the goal name.
4. Define Your Goal
In the goal definition area, describe the purpose and scope of your goal. You can type it out or use the Voice Feature to dictate your goal.
5. Generate Goal
Once your goal is defined, hit Generate Goal. Crulo AI will analyze your input and create a step-by-step plan.
You’ll see key results, metrics, and targets suggested for your goal.
6. Adjust Your Goal (If Needed)
If the output doesn’t align with your expectations, you can regenerate it.
You can also modify the suggested metrics and targets as per your preference.
7. Insert Goal
Once satisfied, click Insert Goal to add it to your list of active goals.
8. View Your Goal Details
Click on your new goal to see the breakdown of all steps and milestones created by Kroolo AI.
9. Check Goal Milestones
Click on individual milestones to access additional details and steps associated with each milestone.
If we click on a particular goal milestone, we can see additional details.
10. Customize Goal Details
Change Goal Status: Update the goal status based on its current progress.
Goal Color: Customize the color to help organize and visually track different goals.
Start & Completion Dates: Add relevant dates for tracking timelines.
11. Monitor Goal Progress
The goal’s progress is shown as a percentage, allowing you to monitor its completion status.
12. Assign to Team
Assign the goal to a team or specific team members if you’re working on it collaboratively.
13. Add Key Results & Sub-Goals
Manually add more key results or even sub-goals for a comprehensive goal setup.
14. Explore Additional Options
Click on the three dots menu to access additional settings or options.
And that’s it! You’ve now created and customized a goal in Kroolo using AI, making your objectives clear and actionable.