Using the Goals Tool

Modified on Mon, Jul 22 at 4:09 PM

Short-term and long-term goals can be assigned to members (see The Member Dashboard).  The Goal Library can be used to create customized goals that your coaches can choose from when assigning a goal to a member.

Using the Goal Library

Required Role:  Content Manager

To get to the Goal Library management center:

  • Go to the Settings section
  • Enter the Portal Management module and choose the portal you want to manage
  • Select “Goals” from the menu on the left in the CONTENT section

Managing Existing Goals

All existing goals for the portal are listed in the table:

  1. The Actions option allows system goals to be copied and custom goals to be edited, copied, and deleted; goals can also be set to enabled or disabled.
  2. The short description of the goal.
  3. Goal type is either short- or long-term.
  4. Keywords associated with the goal (goals may be assigned multiple keywords).
  5. The status of the goal (green is enabled, red is disabled).

A check-mark on the right side indicates that the goal is a system goal. Goals without check-marks are custom goals.

Creating a New Goal

Click the “CREATE NEW GOAL” button and it delivers you to the goal creation page:

When creating or editing a goal, the following properties can be set:

  1. Enable this content for members—This setting turns on and off the ability for a coach to select this goal
  2. Goal Type—Choose whether the goal is short- or long-term. There is no specific time-range that defines short- and long-term goals, but as a general rule-of-thumb: Short-term goals are typically those that can be achieved in the span of about a week; long-term goals are those that can typically be achieved in the span of about three months. 
  3. Goal—Enter the text for the SMART goal
  4. Keywords—Keywords can be used by coaches to filter the list of goals when selecting a goal from the library.  Enter any related keywords for the goal; multiple keywords can be entered by hitting the return key after each goal or separating with a comma.


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