Link a priority to an objective in your Check-in

> Note: Your organization may have renamed this feature. If you don't see "Objectives" in your navigation, check with your admin for the name used in your account.

Link a priority in your Check-in to an objective you own or can view. When linked, the priority appears on the objective's details page as a record of progress.

Before You Begin

  • Your account must have Objectives enabled. Contact your admin if you do not see Objectives in your navigation.
  • You must own or have view access to at least one objective for it to appear in the selection dropdown.

Link a priority to an objective

  1. Go to Check-ins in the left-hand navigation.
  2. Scroll to the Priorities section of your current Check-in.
  3. Hover over the priority you want to link.
  4. Click the link icon that appears on the priority.
  5. Select an objective from the dropdown.

> Note: Only objectives you have permission to view appear in the dropdown.

  1. Confirm the objective name now appears below the priority text.
  2. Complete and submit your Check-in.

What Success Looks Like

After submitting, the linked priority appears in the Priorities section of the objective's details page, directly above the activity feed.

Unlink a priority from an objective

  1. Scroll to the Priorities section of your Check-in.
  2. Locate the priority with a linked objective.
  3. Click the trash icon to the right of the objective name.

The objective name is removed from below the priority immediately.

If Something Goes Wrong

Issue Check Fix
No objectives appear in the dropdown Confirm you own or have view access to at least one objective Ask your admin to grant you access to the relevant objective
The link icon does not appear on hover Confirm Objectives is enabled for your account Contact your admin to enable Objectives access
Linked priority does not appear on the objective's details page after submitting Confirm the Check-in was fully submitted, not just saved Reopen the Check-in, verify the link is still present, and submit again

Not Covered Here

This article does not cover linking objectives created by others or linking from the objective side. See Priorities in Check-ins — when to use them and how for additional context on using priorities.

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