Setting Up Custom Execution Targets

Custom execution targets allow you to track client weekly activities beyond the default metrics like job applications and networking contacts. You can create organization-wide targets such as attending meetups, coffee chats, or industry events and customize weekly goals for individual clients.

Creating a Global Target

Global targets apply as defaults to all clients in your organization. Start by adding a new target in your Settings.

Step 1: Navigate to Settings in the left sidebar, then click the Targets tab. You'll see your existing targets listed here. For default you'll see Job Applications and Networking Contacts, but you can add as many as you need.

Step 2: Click the green + Add Target button in the upper right corner. A modal will appear with three fields:

• Target Name: Enter a short, descriptive name (e.g., "Attending Meetups").

• Description: Add context for clients (e.g., "Relevant meetups can enhance networking opportunities").

• Weekly Goal: Set the default number of times per week clients should complete this activity (e.g., 1).

Step 3: Click Create Target. Your new target will appear in the list with edit and delete icons next to it.

Customizing Targets for Individual Clients

Once global targets are created, you can adjust weekly goals for specific clients based on their unique needs.

Step 1: Go to the Clients page and select the client you want to customize.

Step 2: On the client's Summary page, scroll to the Execution section on the right. You'll see progress bars for all active targets.

Step 3: Click Set Targets in the Execution section. A modal will open showing all available targets with their current weekly goals. Adjust the numbers for this client (e.g., increase "Attending Meetups" to 2 per week if they need more networking exposure), then click Save.

Video Walkthrough

Watch the full demonstration of creating and using custom execution targets: