Creating Personal Objectives

Our Quick How-To Tutorial

Your Personal Dashboard allows you to quickly view and create items that relate to you within your Perspective account.

Quick Steps

1. From your dashboard, click Objectives and then New Objective
2. Change the objective Type to Personal
3. Complete the fields with the objective information
4. When you are happy with the contents of the objective, click Save
5. Fill in any sub-tabs as necessary and Save

Need More Detailed Help?

You can quickly create some personal objectives via this dashboard. These objectives can be standalone or added so that your reviewer can pull them onto your performance review during the creation of your review document.

To create an objective from your dashboard, click the Objectives tab and click New Objective.

Please note that your Personal Dashboard may look different to the image below.

Once you click New Objective, a pop-up box appears.

For information on each of the fields within an objective, please see the Creating Objectives guide.

Once you have added all the information to the objective, click Add Objective. You'll be taken back to your dashboard, and your new objective will appear in the list (unless you are filtering for different date ranges).

You can make changes to the objective at any point by clicking Edit. Click the three dots on the right-hand side and then select Delete to delete it.