ℹ️ Available on Supreme.
Need to track something on your goals that Perdoo doesn't have a field for, such as the budget of an Initiative? Create a custom field. It shows on every Objective, Key Result, Initiative, and KPI, and you can report on it in Explore.
Create a custom field
ℹ️ This requires Superadmin rights.
Go to Configure > Custom fields and click + Add Custom field (1).
Enter a Name (2).
Choose a Type (3): Number, Text, or Hyperlink.
Click Save (4).
To change or remove a custom field, click Edit or Delete next to it.
Fill in a custom field
Custom fields show in the Details panel of every goal (1). Click a field to fill it in.
Report on custom fields
In Explore, add a column for your custom field to see its values for all your goals. You can also export them to a CSV file.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.