Add Objectives to Your Appointment, Call Report, or Tasks

From the Microsoft 365 add-in, you can add goals or objectives you want to achieve or have achieved from an appointment, call report, or task.

With objectives laid out, you can stay focused on what you want to target and gain from these meetings or tasks.

Here's how you can add objectives to your appointments, call reports, or tasks:

1. In the add-in, open an Appointment, Call Report, or Task for which you want to add objectives. Go to the Edit mode.

2. In the Activity Objective section, use the + icon to add the objectives. The add-in shows default objectives. You can create custom objectives as well. To create custom objectives, enter your objective's name in the text field that has the watermark 'Create custom objective' and press the Create button.

3. Next, opt the objectives and add them to the appointment, call report, or task.

4. If an objective is already met, mark it as Complete.

5. Save the appointment, call report, or task.