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How to create and edit a goal
How to create and edit a goal

This article explains how you can create a goal using your coaching recommendations

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over 3 years ago

To create a goal based on your survey feedback, what the video below for a quick run through, or follow the steps:

1. Go to Surveys > click on the dial icon to get to your Survey Dashboard.

2. Scroll down to your coaching recommendations and find the area you want to create a goal for.

3. Click Create goal with below actions button.

4. Edit the Goal Name and Description if you'd like.

5. The tasks to complete to achieve your goal are listed underneath. Click on the minus sign to remove any actions you don't wish to include.

6. Edit any of the tasks using the Edit button (assign a task to someone else, set a due date, update it's status).

7. Click Create Goal

This will save your goal and you can get back to it from the Progress on your goals section on the homepage.

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