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Add an Objective Tab to a Note
Add an Objective Tab to a Note

Easily review your team's objective's during your team meetings

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

It's common to discuss objectives during team meetings. Team members might give updates on their progress, discuss challenges, or maybe want to celebrate a completed goal. Keep things simple and easy by adding an Objective tab to a note series. This will let you review your objectives and their status without having to leave the meeting note.

*** Objectives are an Enterprise Plan feature ***


  1. Visit the note that you where you want the objective tab

  2. Underneath the title, you will see some tabs. Click on the plus button (+) to add a new one, then toggle on Objectives.

  3. Depending on the meeting, you might want to configure your objectives to just show specific cycles or specific teams. To do this, select Manage tabs and bookmarks.

  4. Click on the three dots next to Objectives and click Configure.

  5. Edit any settings including any filters that you would like to add. For example, if that note is for a team meeting you can add filters so that you only see that team's objective. In this case, I'm looking at only Marketing objectives since this is a Marketing Weekly Team Meeting.

Once it is set up, you will see the filtered objectives as a tab on that note.

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