The Plan Goal List widget displays a list of goals together with their tracking status. Use it to keep your key goals visible on your dashboard.
What this widget is for
Add this widget to your dashboard when you manage goals across one or more strategic plans and want a running view of what is on track and what is not. For example, a plan owner can show only the tracking statuses that need attention, such as Behind or Overdue, and open the widget each morning as a work list. This widget requires the Strategic Plans (Planner) feature.
What the widget shows
The widget displays a list of goals that match the tracking statuses you select. Each row is a goal with its tracking status, and optional columns can show the company and plan each goal belongs to.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Plan Goal List from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Scope: limit the goals to those you own, created, participate in, or all goals (Owned By Me / Created By Me / I Participate / All Participate / All).
Tags: limit the widget to goals with the selected tags.
Tracking statuses: choose which tracking statuses to include: On Track, Behind, Off Track, Not Started, Completed, Overdue or Draft.
Limit: set the maximum number of goals to display.
Show Company: display the company each goal belongs to.
Show Plan: display the plan each goal belongs to.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Plan Goal List widget on a dashboard.
Further Information