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April 25, 2024

Automatically add goals to user check-ins

This new and much-requested feature allows automatic inclusion of a user's goals in their check-ins, based on specific user properties such as "Owner" or "Contributor." This automation eliminates the need for manual entry of goals, although users retain the ability to edit these goals in their check-ins as needed.

To activate this feature, users with the appropriate permissions can navigate to Check-ins > Templates, edit a check-in template, and enable the toggle for dynamic goal insertion, as shown in the video below.

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