How to set up a goal?

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.

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.

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.