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How Do I Create Goal Categories? | Sibme Help Center
How Do I Create Goal Categories? | Sibme Help Center
Jeff Ritter avatar
Written by Jeff Ritter
Updated over a week ago

Goals may be categorized so that a Goal Manager can quickly look at similar types of Goals. Categories can be customized for your school. Goal Managers can create the Categories and Users can then categorize their Goals using those Categories.

Who is this article for?

Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.

  • Users (by default, Users can categorize their Goals but can not create Categories)

  • Admin

  • Super Admin

  • Account Owner

To learn more about Goals permissions, {click here}.

Steps to accomplish the task:

If you are a Goal Manager, you can create the categories that others may use. To do this, go to the Goals List and click the Gear icon next to the Goal Category dropdown.

On the Manage Categories popup screen, you can add a Category by typing the name in the textbox at the bottom and clicking the Add button. You may Rename or Delete any category by clicking the . . . icon and choosing the appropriate function. Once you are finished managing the categories, click the Done button. You should now see the categories when clicking on the down arrow in the Goal Category dropdown.

To use a Category when creating or editing a Goal, click the Categories icon and select the category/ies that is most relevant to your Goal. You may select as many categories as you would like by clicking the box next to each category. Once you have selected the categories for your Goal, just click somewhere on your goal. You should now see your category/ies listed on the Goal.

What’s Next:

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