Pin Goals/Contacts/Projects/Tasks

•        Pin Goals (targets or budgets) to show at the top of a user’s Time tab for tracking while recording time.
•        Pin Contacts/Projects/Tasks to show at the top of the Contacts/Projects/Tasks tabs.

Pin for Everyone/Me/Some

There are three pin options:

•        Pin for everyone: pins the item for all users on the account.
•        Pin for some: select a specific set of users to pin the item for.
•        Pin for me: pin the item only for yourself.

Click the pin icon to pin for me.

Hover over the pin icon and open the dropdown menu to pin for everyone or pin for some users.

Pinning for everyone and pinning for some users are mutually exclusive options

Edit or Archive a Goal

To edit a goal, click on the spanner icon. This allows you to go in and change the goal to a target/budget, change the the hours, filters and frequency.

To archive a goal, click on the red X icon. The goal will no longer be active but you will still be able to see it in your archived goals.