Goal Management
  • 21 Feb 2024
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Goal Management

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  • PDF

Article Summary

What are Goals?

Goals help link the steps in a process to its final objective. Goals are User Actions created on the last element that is clicked to record the completion of the process in the application.

For example, if the task is about creating a Lead, the User Action is created on the Save button, which, when clicked, completes the lead creation process.

Traditionally, a task was considered completed only if the user followed all the steps of a Flow until the last step. However, there are instances where the user may have started a Flow, figured out the path after following a few steps, and then exited the Flow. This would reveal an inaccurate picture of completion because, though the action was completed, it was recorded as a failure because the Flow was abandoned. With Goals, you can track the last step and mark the task complete, even if the Flow was not used until completion.

Map Goals to a Flow

By mapping Goals to a Flow, you can determine if the user has completed the task even if they have not followed the Flow till the end. When users complete the task without Flows, the task is marked as completed in the Task List because the end goal of the Flow was achieved when the user performed the User Action. This helps in knowing the true completion rate of tasks in the Task List.

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Ensure that you create the User Action before mapping it to a Flow.

Use the following steps to map a Goal to a Flow:

  1. On the Whatfix Guidance dashboard, click Content.

  2. Click Flows.

  3. Hover your cursor over the required Flow, and then click the Edit icon.

  1. Scroll down to the Goal time at the bottom, and then click Add User Action.

  2. Select the User Action that marks the completion of the Flow from the dropdown.

  3. Click Save.

Remove a Goal from a Flow

To remove a Goal, click the Delete icon next to the User Action name.

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