Managing Benefits

Owned by brandon belikoff
Last updated: Jan 03, 2024
2 min read

Creating a Benefit

To create a Benefit users need to be in the context of an Objective. Either directly opening an Objective or viewing an Objective within a Problem.

Within a problem
Within an Objective

Clicking the Plus Icon will open a popup window where will need to enter the following information.

  • Name (required)

  • Description (Optional)

  • Achieved percentage (Optional)

  • Start date (required)

  • End date (required)

While in the name field, there may appear a dropdown list of Benefits, these are Benefits that have been previously used in the Objective. Users can select these options to use the content (Name and Description) from an existing Benefit.

Editing a Benefit

Within the context of a Problem or Objective, there will be an edit icon in the bottom right of the Benefit. Clicking this will open a popup window where the user can edit the Name, Description, Achieved Percentage, Active status, and start and end dates.

 

Deleting a Benefit

Within the context of a Problem or Objective, there will be a delete icon in the bottom right of the Benefit. Clicking this icon will open a popup window where users can confirm the deletion of the benefit or cancel.

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