Project Manager Guide: Managing Assigned Goal
  • The Project Manager works on goals assigned by the Goal Owner.
  • In Wavity Goal Management, the Project Manager can work on the assigned goals, assign tasks to any resource, and update the status based on work progress.
  • Users with Project Manager access can log in with their credentials to land on the Project Manager interface, or select the Project Manager Interface from the Goal Management  under the Solution icon.
  • Note: The steps provided are sample instructions and can be customized as needed, but the core workflow remains the same.
  • In the Goal(s) Assigned table widget, the user can select any goal they wish to work on.
  • Users can view the full goal details.
  • In the PM tab, the user can create and assign a task to any resource by selecting the Create New Record icon.
  • User need to fill the all required details in Task tab. Assigned person will work on the task and update the status as per their work progress.
  • Users can update the status based on task progress. Once a task is marked as Completed, user will update the goal status to Closed.
  • After making all updates, click Save to apply the changes.