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The Goal Widget

 

Saving up for a big project? Running an important fundraiser? Trying to stay within a budget? Keep your eye on your ultimate goal with the Goal Widget! Add it to your dashboard to watch your team smash your goals! 

 

Add the Widget

To add the Goal Widget click on "+ Add widget" and select "More widgets" at the bottom of the dropdown menu. From the Widgets Center, select "Goals" located in the "Apps" category or search for it in the search bar.

Insights- Add Goal Widget.gif

 

Note:  This widget is compatible with the Numbers Column. Before you can use it, you must make sure that you've added a Numbers Column to your board, and filled it with all your numbers. 

 

Set up your goals

  • Choose boards

To set up your goal widget, first select the boards you'd like to connect. 

Dashboards Gola Widget- Connect Boards.png

  • Name your goal

You can rename your goal by typing a new one into the field below: 

Dashboard Goal Widget- Change Name.gif

  • Set a target

Next, set your goal target by entering any numerical value into the field below, and then choose whether you'd like to calculate the "Sum" or "Average" of the values in your board. 

Insights- Set Goal in Widget.png

  • Pick a column

Choose the Numbers Column who's values you'd like to be considered towards your goal. The Goal Widget will calculate either the sum or average (whatever you've selected in the previous section) of the values in the column you choose. If you only have one Numbers Column on your board, it will be selected by default. 

Insights- Choose Column for Goal Widget.gif

 

Smash your goals!

As your team updates the items in your board, watch the battery fill up towards your goal! You'll see the total amount reached to date marked in green and your goal marked in black. 

Dashboard Goal Widget View.png

 

When you've finally reached your goal, watch the battery fill up and celebrate with confetti! Congrats! 🎉

Insights- Reach Goal in Widget.gif

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.