Step-by-Step Guide to Create and Manage Objectives on BizCRM App

STEP 1: Click on "Objectives" to Access the Objectives Page

• Navigate to bizcrmapp.com.
• Click on the Objectives link in the sidebar.
• This will take you to the Objectives page where you can view and manage objectives.
• Look for the Create Objective button to add new objectives.
• Review the existing objectives listed in the table for details like Title, Objective Type, Objective Cycle, Weightage, and Manager.

STEP 2: Click on "Option Menu"

• Click on the highlighted "Option Menu" link to access additional options.
• Ensure you are on the Objectives page for context.
• Look for the action menu in the last column of the objectives table.
• This action allows you to manage or edit objectives as needed.

STEP 3: Enter Title for Key Result

• Click on the highlighted "Title" field (marked with a red border).
• This field is mandatory (indicated by the asterisk '*').
• Ensure to provide a clear and concise title for the key result.
• After entering the title, proceed to the next step to write the "Description."

STEP 4: Click "Description" to Add Context

• Click on the "Description" field to provide additional context for your key result.
• Ensure to fill in any required fields marked with an asterisk (*).
• Review other fields like "Review Cycle," "Weightage," and "Target Value" for completeness.
• After entering the description, proceed to the next step by selecting "Review Cycle."

STEP 5: Select "Review Cycle"

• Click on the "Review Cycle" field in the form.
• Choose the desired frequency from the dropdown (e.g., Weekly).
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by selecting "Status" after completing this section.

STEP 6: Select "Status"

• Click on the "Status" dropdown in the form.
• Choose the appropriate status from the options available (e.g., "Not Started").
• Ensure that the selection aligns with your project requirements.
• Proceed to the next step by entering the "Weightage."

STEP 7: Enter "Weightage"

• Click on the "Weightage" field (marked with an asterisk * indicating it's required).
• Ensure to provide a value as this is mandatory.
• Review other fields like "Review Cycle," "Status," "Target Value," and "Employee" for completeness.
• After entering the necessary information, proceed to the next step by selecting "Progress Type."

STEP 8: Select "Progress Type"

• Click on the "Progress Type" dropdown.
• Choose the appropriate option (e.g., "Number").
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review your selections before proceeding to the next step.

STEP 9: Enter "Target Value"

• Click on the "Target Value" field to input your desired target.
• Ensure that you fill in this field as it is marked with an asterisk (*), indicating it is required.
• Review other fields such as "Review Cycle," "Status," and "Weightage" for completeness.
• After entering the target value, proceed to the next step by selecting "Employee."

STEP 10: Select "Employee"

• Click on the "Employee" dropdown to choose an employee from the list.
• Ensure to select the appropriate employee for the task.
• The highlighted area allows you to view and select from available employees, such as "Anjali Tiwari."
• After selection, proceed to the next step by clicking the "Save" button.

STEP 11: Click on "Save" to Finalize Your Input

• Ensure all required fields marked with '*' are filled out.
• Review the information entered in the form.
• Click the "Save" button located at the bottom right to save your changes.
• If you need to exit without saving, click "Close."