goals - my.multime.com · my goals ©multi-me ltd. 2017. if you have joined other users goals you...

MyGoals

AcollaborativeGoalplanningandmulti-mediarecordofachievementtool

©MULTI-MELtd.2017

Youcanaccessthe‘MyGoals’featurefromyour

dashboard

AllUsers

AccessingMyGoals

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IfyouhavejoinedotherusersGoalsyouwillseetheminyourGoalslist

YoumayfilterGoalsbyusernameoryoucansearchfortheGoalnameinthesearchbox

AllUsers

AccessingOtherpeople’sGoals

GoalAdmin

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1. Clickonthe‘NewGoal’button

2. AddGoalname(required)3. Adddescription(optional)4. Addpicture/avatar

(optional)5. Clickthe‘Create’button

ThiswillthentakeyoutothenewGoaldetailpage

AllUsers

CreatingnewGoals

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AsaBuddyofauseryoucancreateGoalsforusersthatyoumanagefromyourownDashboard1. Clickon‘NewGoal’2. Select‘Createforuser’3. Selectuserfromthelist4. Click‘Create’TIP:YouwillbetheAdminofthisGoalandtheuserwillbeageneralParticipant.Thiscanbechangedinthe‘Manageusers’section

CreatingGoalsforusersImanage

GoalAdmin

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1. Click‘OpenTaskBuilder’toopenthewizard

2. Addname(required)andaddotheroptionsasrequiredonotherpopups

3. Click‘CreateTask’whenyouaredone

TIPS:Ifyouaddanenddateyoucanchooseforthetaskto‘auto-complete’afterthisdateIfyouassignthetasktoauseryoucannotifythemwhenitisfinished,orrequirethemtosignitoffascomplete

AllUsers

CreatingTasksusingtheWizard

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1. Click‘QuickCreateTask’2. Addname(required)3. Click‘Create’

TIPS:youcanaddalltheotheroptionsinmanuallyafterquickcreatingtheTaskincluding;startandenddate,picture,descriptionandassignee,byeditingtheTaskintheTasklist(seeeditingTasks)

AllUsers

CreatingTasksusing‘QuickCreate’

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AsTaskcreatororGoalAdminyoumayedityourTasksfromtheTasklistpage.

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EditingaTask

GoalAdminOpensTaskdetailpage

Addstart/finishdate

AssignTasktosomebody

EditTask

DeleteTask

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InthelistontheGoalTaskpageclickonthenameoftheTasktoseeitindetail.HereyoucanseeinformationabouttheTaskaswellascommentsandlinkedDiaryentriesthatrelatetotheTask.Thevariousoptionsonthispageare:• Addandrespondto

comments/entries• SignTaskoffas

complete/incomplete• CopyAccesslink(Adminonly)

AllUsers

Taskdetailpage

GoalAdmin

Comment/likeentriesandotherpeople’scomments

CreateURLaccesslink

Signoffascomplete/incomplete

Addnewcomment/addmedia

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AsaGoalAdminyoucancreateanaccesslinktoaTaskpageviaaURLtoken.1. ClickintotheTaskyouwantto

allowaccessto2. Clickthe‘AccessLink’icon3. Choose‘Allowaccessbylink’4. Clickontheclipboardicontocopy

thelink

TIP:Youcanpastethislinkintootherrecordingormanagementsystemsthatyoumayuse,orsenditviaemailasevidenceofachievement

CreatingaccesstoaTaskviaaURL

link

GoalAdmin

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Togotothe“About’pageclickonthe‘i’icon.FromhereyoucanaddinformationandmediaaboutthisGoal.Toaddapost:1. Click‘AddPost’2. AddaSticker,amediaitem

(onlyone)andsometext3. Click‘Add’whenyouare

doneTIP:Youcancreatemultiplepostslikethisandre-orderthemonthispage

AllUsers

Addinginformationtothe‘About’page

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Toedityour‘About’pageSelect‘Editmode’.Thenusingtheminiiconstotherightofpost:1. Movepostsupordown

usingthedraganddroporcursers

2. Editcontentsofpost(pencilicon)tochangeSticker,textormedia

3. Deletepost

AllUsers

Editinginformationonthe‘About’page

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YoucanaddAttachmentstoaGoalforeveryoneintheGoaltoaccess.Youmayaddandlink:• YourStories• YourGoals• YourMedia• SharedMedia

TIP:YoucanaddstandarddocumentsaswellasGoogledocumentstothisarea

AllUsers

AddingAttachmentstoaGoal

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AsaGoalParticipantyoucanseeotheruserswhohavejoinedtheGoalontheMemberspage.YoucanalsoinviteothermultimeuserstojointheGoal.

TIP:inviteeswillneedAdminapprovaltojoin

GoalMembers

AllUsers

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AsanAdminyoucaneditGoalmembershiponthe‘Members’page.HereAdminscan:• Invitemultimeuserstojoin

theGoal• Managemembership

• Removeusers• AddandremoveAdmins

EditingGoalMembers

GoalAdmin

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AsaGoalAdminyoucanaccessandchangeGoalsettingsfromthe‘Settings’page.Hereyoucan:• ChangetheGoalName• ChangetheDescription• Changeoraddan

Avatar/picture• DeletetheGoal

TIP:Makesureyouclick‘Save’aftermakingchanges

GoalSettings

GoalAdmin

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