Table of Contents

  1. Video Walkthrough

  2. Step-By-Step Directions

  3. Wrap Up


Video Walkthrough

Step-By-Step Directions

Note: You'll need to create a planning period in IMPACT+ in order to create period targets and priorities. Be sure to check out this knowledge base article on creating a planning period to get started.

Step 1: Log into IM+ and go to the Homepage.

Step 2: Go to the Tools tab in the Top Navigation or the left-side navigation.

Step 3: Select the team you'd like to create a planning period for using the Current Team dropdown.

Step 4: Click Add a New Target.

Note: Period targets are the Metrics you want to track.

Step 5: Complete the pop-out form. See the video walkthrough for a detailed walkthrough of each part of the form.

Step 6: Click Create a New Priority.

Note: Priorities are the action items you need to complete. These should fuel the period targets you set.

Example:

Priority: Hire a content manager.

Period Target: Publish 15 articles

Step 7: Complete the pop-out form. See the video walkthrough for a detailed walkthrough of each part of the form.

FAQs:

  1. You can edit a period target or priority after they are created by clicking on the small arrow on the far right side of the priority. This is the same way you will update a priority as you make progress.

  2. There are three types of priority progress tracking: Percentage based, task-based, and customizable bounds. See the walkthrough video for more details. We will be releasing a deeper explainer of each of the progress types coming soon!

  3. The status of your priority will not automatically update based on the due date. You control the status of your priorities and period targets.

Wrap Up

You are now ready to create your period targets and priorities that you'll want to complete!

Have other questions about IMPACT+? Click here to view our knowledge center or use the chat window to connect with a member of the IMPACT+ team.

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