Creating an Objective

To create a new objective:

  1. Click Create Objective on the Customer Success workspace or relevant record page.
  2. Click Create Blank.
  3. Enter a name for the new objective.
  4. [Optional] Update the objective owner. This field is pre-populated with the current user when one resource is assigned to the user.
  5. [Optional] Enter a success plan, status, start date, end date, category, priority, and objective type for the objective.
  6. [Optional] To make an objective available for selection as a template when creating objectives from template, select the Template checkbox.
  7. [Optional] Enter a summary of your objective. To upload an image, click .
  8. [Optional] Enter the success criteria for your objective. To upload an image, click .
  9. Click Save.
    Note:

    When creating an objective from a success plan record page, the Success Plan field is auto-populated with the success plan you are currently viewing.

To create an objective from a template:

  1. Click Create Objective on the Customer Success Workspace or relevant record page.
  2. Select an objective template. The objectives are displayed in separate cards by default. You can switch between views using the and buttons.
  3. Click Next.
  4. [Optional] Update the name for the new objective.
  5. [Optional] Update the objective owner. This field is pre-populated with the current user when one resource is assigned to the user.
  6. [Optional] Select a success plan to associate with the objective.
  7. [Optional] Enter a success plan, status, start date, end date, category, priority, and objective type for the objective. These fields are auto-populated using the template when available.
  8. [Optional] To make an objective available for selection as a template when creating new objectives from templates, select the Template checkbox.
  9. [Optional] Update the summary of your objective. To upload an image, click . The summary is auto-populated from the template when available.
  10. [Optional] Update the success criteria for your objective. To upload an image, click . The success criteria is auto-populated from the template when available.
  11. Click Create.
Notes:

When selecting a template, only objectives with the Template checkbox selected are displayed.

When creating an objective from a success plan record page, the Success Plan field is auto-populated with the success plan you are currently viewing.