How do I set an auto status for Quarterly Priorities and Metrics?

Automatically Track Progress with Auto Set Status!

The Auto Set Status feature helps track the pace of Quarterly Priorities and Metrics by adjusting the status color based on progress.

How to Set Auto Status

Setting Auto Set Status for a New Quarterly Priority or Metric

• Quarterly Priority:
  • When creating a new Priority, select Auto Set Status from the Add Quarterly Priority pop-up in the upper right corner.
• Metric
  • When adding a new Metric, the Auto Set Status option is located under the Quarter Target Box in the Add Metric window.

Enabling Auto Set Status for an Existing Quarterly Priority or Metric

• Quarterly Priority
  • Click on the Auto Set Status color box within the Priority settings. (Note: Auto Set Status can be applied separately to both a Quarterly Priority and its Sub-Priorities).
• Metric
  • In Metric Properties, click on the Status color and select Auto Set.

Company-Wide Auto Set Status Default

Admins can enable Auto Set Status as a default for all Quarterly Priorities and Metrics from the Company Settings page.