Manage Goals in Kroolo
Welcome to Kroolo, your smart productivity powerhouse. Here’s a step-by-step guide to help you navigate and manage goals efficiently.
1. Viewing Goals in Tile View
In Tile View, all your goals are displayed as individual cards.
Sub-goals appear under each parent goal, with an indentation for clear organization.
2. Checking Key Results
To the right of each goal, you’ll find the key results.
Sub-goals will also have their key results displayed for easy tracking.
3. Tracking Progress and Ownership
Each goal card shows the progress bar, owner’s name, and an option to delete key results.
4. Adding to Favorites
Click the star icon ⭐ to mark a goal as a favorite for quick access.
5. Customizing Icons
Change the icon color by clicking on the icon and selecting your preferred color.
6. Accessing Additional Options
Click the three dots to open more options, such as changing the goal’s status or priority.
7. Assigning Teams
Assign a goal to a specific team or multiple teams for collaborative work.
8. Setting Dates
Adjust start and end dates for each goal to ensure it stays on track.
9. Switching to List View
Switch to List View for a structured list of all goals, showing progress, assigned team, and more.
10. Editing Goal Details
Change Icon Color: Click on the icon to select a different color.
Rename Goal: Click the pencil icon, enter a new name, and press Enter.
Adjust Status & Priority: Easily modify these settings for each goal.
Also, you can see the goal progress.
11. Adding Tags
Use tags to categorize goals and enhance searchability.
You can assign multiple tags to each goal.
For additional options, you can click on three dots. Sub goals are displayed under each goal with an indent.
12. Filtering and Searching Goals
Use filters to narrow down your goals based on different parameters.
Quickly search for specific goals using the search bar.
Following these steps, you’ll be able to manage, organize, and track all your goals in Kroolo seamlessly.
