Configure an Objective Template

Step One

Navigate to the Objectives and Reviews area of the platform in Administration mode.

🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Configuration ➡️Objectives ➡️Templates

Select the Templates title and proceed with step three.

Step Two

Select the TEMPLATES tab at the top of the page, this will take you to the area of the platform where you can add your objective templates.

Step Three

Select the pencil icon next to the template. This will open the UPDATE TEMPLATE pull-out drawer.

Step Four

Update the fields within the form (further information on the fields can be found in this guide).

Then click the SAVE button in the bottom right-hand corner of the screen to save any changes.