How to set up a goal?

Learn how to set up a goal on Collato.

It’s very easy to set a goal for a card. In order to do so, the card needs to meet the following requirements:

  1. The card has a card type. If the card does not have a card type, the user will not see the toggle to enable goal tracking.
  2. The goal tracking toggle is on.
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Once these conditions are met, you will see the setup for goal tracking. Here, you can select the goal type, and if applicable, must add the corresponding input values.

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Next steps:

  1. Select a goal type:
    1. Start and target value
    2. Aggregation
    3. Threshold
  2. Select and save settings
  3. Select a cycle (You must set a cycle value to your card in order to activate the progress chart)

If you have any questions, you can always contact our support team: support@collato.com.

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