Content
General info
The "Goals and Plans" tab includes filtering options that allow users to filter their goals and plans by time period, goal type, or status (e.g., completed, in progress). These filters help users focus on specific goals and track progress more effectively.
User story
As a [CRM user],
I want to filter my goals and plans by time period, goal type, and status,
So that I can easily find and review specific goals.
Visual design
Acceptance criteria |
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01 |
Given: tab “Goals and plans“ When: click on the filter “Current year“ Then: see data according to the filter separated by quarters + total for year |
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02 |
Given: tab “Goals and plans“ When: click on the filter “Current quarter“ Then: see data according to the filter separated by months in the current quarter + total for quarter |
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03 |
Given: tab “Goals and plans“ When: click on the filter “Current month“ Then: see data according to the filter separated by weeks in the selected month + total for month |
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04 |
Given: tab “Goals and plans“ When: click on the filter “Current week“ Then: see data according to the filter separated by working days in the selected week + total for week |
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05 |
Given: tab “Goals and plans“ When: click on the filter and try to select some future year (for example 2026) Then: you can’t select this year because the dropdown only shows years from 2019 to the current +1 (2019-2024+1) |
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06 |
Given: tab “Goals and plans“ When: click on the filter and select NOT current month, but “Custom” option Then: you can do this for any December in range 2019-2024+1 |
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