goals - my.multime.com · my goals ©multi-me ltd. 2017. if you have joined other users goals you...
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MyGoals
AcollaborativeGoalplanningandmulti-mediarecordofachievementtool
©MULTI-MELtd.2017
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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.
AllUsers
EditingaTask
GoalAdminOpensTaskdetailpage
Addstart/finishdate
AssignTasktosomebody
EditTask
DeleteTask
©MULTI-MELtd.2017
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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
©MULTI-MELtd.2017
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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
©MULTI-MELtd.2017
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AsaGoalAdminyoucanaccessandchangeGoalsettingsfromthe‘Settings’page.Hereyoucan:• ChangetheGoalName• ChangetheDescription• Changeoraddan
Avatar/picture• DeletetheGoal
TIP:Makesureyouclick‘Save’aftermakingchanges
GoalSettings
GoalAdmin
©MULTI-MELtd.2017