Objectives can be found at the top of the diagram content menu, above the process start.
In the objectives, you can refer to attachments and add notes on a process level if needed. To upload or link an existing attachment, the user must be an administrator or have the create attachment permission enabled.
Different Ways to Add and Edit Objectives
When creating a process, objectives can be added on the Add Process card, together with the title and the rest of the process information
Two ways from within the process or value stream - steps are described below
Quick Steps to Add or Edit Objectives from within a Process or Value Stream
Tow ways to access objectives:
Open the desired process or value stream. Select Edit Information at the top of the map.
OR
At the top of the process steps in the right-hand diagram content menu, the word Objectives appears. Select the cog icon below it
Update Process card will popup where Objectives can be found on the Details tab
Type the objectives in the provided box. Attachments and notes can be added as explained in the next section.
Select the green Update Process button
Objectives will appear at the top of the diagram content menu, above the process start.
Quick Steps to Add Attachments and Notes to Your Objectives
At the top of the process steps in the right-hand diagram content menu, the word Objectives appear. Select the options icon below it
Two options will appear: Add Process Note and Add Process Attachment. Select the desired option
Follow the prompts on the card that pops up and select the green Add button at the bottom of the card
Process notes and attachments will appear under the objectives on the diagram content menu.
