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
- From your dashboard, click Targets and then New Target
- Change the target Type to Personal
- Complete the fields with the target information
- When you are happy with the contents of the target, click Save
- Fill in any sub-tabs as necessary and Save
Need More Detailed Help?
You can quickly create some personal targets via this dashboard. These targets 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 a target from your dashboard, click the Targets tab and click New Target.
Please note that your Personal Dashboard may look different to the image below.
Once you click New Target, a pop-up box appears.
For information on each of the fields within a target, please see the Creating Targets guide.
Once you have added all the information to the target, click Add Target. You'll be taken back to your dashboard, and your new target will appear in the list (unless you are filtering for different date ranges).
You can make changes to the target at any point by clicking Edit. Click the three dots on the right-hand side and then select Delete to delete it.