Team Tasks - Create Goal from Task

Team leads can create goals out of Connect tasks. Also, if enabled by the administrator in Connect Preferences, non-team leads may also be able to create goals out of Connect tasks.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
View New Connect Grants ability to view the new Connect pages, including Live Feed, All Teams, Team Overview, Team Feed, Team Tasks, Task Details, and Connections. This permission cannot be constrained. New Connect

To create a goal from a team task, navigate to the Team Tasks page. Select the Actions drop-down list to the right of the appropriate task and select Create goal. See Goals - Create/Edit.

On the Create Goals page, the task title is automatically entered in the Title field, the task due date is automatically entered in the Due Date field, and all attachments in the task are added to the Attachments section of the goal.