Setting Up the Goal Check-In Template

This article is about setting up the "Goal Check-In" template, which is designed to gather information around your participant’s goals and progress.

The flow manager can be accessed by admins with the portal manager role.

First, go to the Flow Manager page for your portal (if you aren't sure how to get there, see this article). The table you see here lists all the flows available for the portal. In this table, you should see the Goal Check-In template. You can search for the flow using the search box above the table. 

Select the 3 vertical dots on the left side of the template's row and click “Clone” from the options.

The template flow will open on your screen, enabling you to view and customize the various components that make up the flow.

The first thing to do is to click into the top "Start of Flow" tile and change the title. Right now, the title is "Goal Check-In (template) (copy)." Erase (template) and (copy) from the title and leave the rest. This will make the title of the flow, "Goal Check-In."

After setting the title, switch the two toggles above and below the title field to the green, "on" position, which will enable you to use this flow with portal members in automations and to-do's. Now hit the SAVE button.

Now you can go back to the main flow manager page. Just to make sure, find the flow in the table and check the setting:

Now, this flow is enabled for use in the portal. You can use this flow in an automation and in assigning a "to-do" to a member!