Tier: Free - Standard Goals; Enterprise - Custom Goals
Use Goals to organize notes and referrals around different social needs for the people you're helping (Seekers).
How it Works
Goals can be added by clicking "Add Goal" in the Goals section.
Note: Some Goals are automatically created based on needs identified in an Assessment.
Once you've added the goal, you can add a description to the goal as well as notes for how you're helping your Seeker.
Adding Referrals to Goals
Once you have made a referral, you can open the referral, and click “Add to a Goal”. Select the goal to which you would like to add the referral.
The referral will then be nested under the goal, which you can see when you expand the goal. There will be a dot that represents the referral on the goal.
If the referral is updated and the Seeker was able to get help, the dot will turn green.
Once the goal has been met, you can close the goal. You can see any closed goals by clicking "Show closed" underneath the goals section.
Adding Notes to Goals
Add a note to your goal to keep track of your progress.
Managing the Status of Goals
You can update the status of a particular goal with the following options:
No longer a goal
These statuses are internal in that they are only visible to you and your team if Team Navigation/Sharing is turned on.
Once the goal is complete, it can be closed by clicking the gear icon and selecting, “close this goal”.
To see closed goals, click “show closed goals,” and if you need to reopen a goal, choose the gear icon of that goal and choose, “Re-open this goal.
List of Standard Goals
The following goals are standard and are available to anyone:
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