Set up achievements
Achievements are badges people earn automatically for things they do in the app, such as creating ten records or moving a card to Done. You define each badge and the conditions that award it. If Admin has no Achievements tab, achievements aren't enabled for your organization.
- In Admin, open Achievements and click New achievement.
- Enter a Name, a Description and the Points it's worth. Optionally upload an image for the badge.
- Click Save.
- On the new achievement, click Add condition.
- Under When this happens, pick the event to count, such as a card being created.
- In Times, enter how many of those events earn the badge.
- Under Award to, pick who gets the credit, usually the person who did it.
- To count only some of those events, click Add filter under Only when (optional) and pick a field and the value it must equal, such as the column a card moved into.
- Click Save.
Counting starts now: things people did before the condition existed don't count. Each person's progress is their own, and they see it in their badge gallery; see Achievements.
Good to know:
- An achievement with no conditions can't be earned. With several conditions, meeting any one of them awards it.
- Turn an achievement off with its Enabled switch to stop awarding it without deleting it.