Associating Business Challenges with Objectives

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You can associate a business challenge with an objective:

  • When creating an objective from the Actions panel or in Success Tracker. For more information, see Creating Objectives.
  • When editing an objective in Success Tracker. For more information, see Editing Objectives.
  • On the objective's record page, in the Related tab, using an objective business challenge record.

To associate a business challenge with an objective on the objective's record page:

  1. Navigate to the Objectives tab.
  2. Click the objective that you want to associate the business with. The objective's record page displays.
  3. Click the Related tab.
  4. Click New in the Objective Business Challenges related list. If the related list is disabled, contact your administrator. The New Objective Business Challenge window displays.
  5. Select an objective for the objective business challenge record, or click New Objective to create an objective for the record. You can view objectives related to the searched keyword. Enter at least two characters in the Objective field and click Show All Results for “ ” to open the Objective window. Then, select the objective that you want from the grid to add it to the Objective field. For more information, see Using Advanced Lookup.
  6. Select a business challenge for the objective business challenge record, or click New Business Challenge to create a business challenge for the record. You can view business challenges related to the searched keyword. Enter at least two characters in the Business Challenge field and click Show All Results for “ ” to open the Select Business Challenge window. Then, select the business challenge that you want from the grid to add it to the Business Challenges field. For more information, see Using Advanced Lookup.
  7. Click Save to save the objective business challenge record or Save & New to save the objective business challenge record and create a new one.
Tip:

To delete an objective business challenge record, click Show Actions in the Related tab, then click Delete. Click Delete in the Delete Objective Business Challenge window.