The Goal Template brings together different question types so that you can build a task list. Once you have all of your fields added to the site and turned on for the relevant data type you can add them to a Goal and arrange their order and even introduce some logic, in order to hide/show tasks.
To create a Goal:
Click on Admin -> Goals -> Create a Goal
Once you have added all of the tasks make sure to Activate it.
- If you want to create reports and trackers that show the data from your Goal make sure the tasks Complete by is anything other than a Checkbox.
- If a Task is Completed by one specific Tag Option, it will appear as a checkbox instead of a dropdown.
- To control which workspaces will have the Goal: Select Data Type and Subcategory where you want the goal to appear.
- To control Permissions for who should see the goal: assign Teams next to Who can see this