Create a New Goal
Accessing the Goals Page
Once you have logged in and arrived at the Home Page, there are two ways to create a goal. The first involves navigating to the Goals tab and selecting the + New Goal button.
Using Quick Advisor Actions
The second way is through the Quick Advisor Actions button. This will open a new modal where you can select the + New Goal button.
Selecting a Goal
After choosing to create a new goal, you will have the ability to choose between two different methods to do so - Quick Create and Help Me Find a Goal. The Help Me Find a Goal option allows you to utilize predefined content to create your goal while Quick Create allows you to make your own goal from scratch.
If you select Help Me Find a Goal, the Select Objective screen will appear.
Selecting a Goal Category
From here, you will need to select a category from the Available Content. First select from the available High Level Objectives, options will appear for Mid Level Objective as headings, under those are the Detailed Objective options. You may also use the Search Bar to look for specific keywords and find the corresponding goals.
Previewing and Exiting Goals
After choosing the objectives, you can click the Preview button to quickly see the available goal details. Select the details to view additional details. When finished, select the Close button to exit the preview screen.
Setting Objectives
The Select Objective button opens a screen where you can add the relevant goal details. Adjust the goal's Due date, the Target/Details, and click the checkboxes next to the Recommendations you would like associated with the goal. When finished, select the Create Goal button.
Creating Customized Goals
If you chose the Quick Create option to make your own customized goal, the below template will appear. Be sure to provide the background information by completing the following fields: Goal Name, Due date, and Target/Details. To add individual recommendations, type the info into the Add Recommendation field and either hit Enter or the + Add button. When finished, select the Create Goal
Newly Created Goals
These newly created goals will now appear in your Goals tab.
