This article explains how to use goals to track progress, connect your work to client objectives and keep your recommendations aligned with what matters most to your clients.

Accessing the goals page

1. Hover over Home and click Clients in the top navigation bar.
    
2. Click the name of the client you want to view or edit goals for.
   
    
3. Click Goals from the navigation panel on the left

Navigating the client goals timeline

Client Goals are separated into three tabs at the top of the screen:

• Ongoing - Shows goals that haven't yet been completed, and their target date has not yet passed.
• Overdue - Shows goals that haven't been marked as complete and have passed their target completion date.
• Completed - Shows all goals that have been marked as complete.

Goals are shown in a list view, with those with the closest target completion date at the top and those furthest in the future at the bottom. The dropdown filters in each tab allow users to filter goals further.

• Status - Filters Goals by their status
• Target Period year - Filters goals by the target year
• Target Period - Filters goals by the target period within the year (H1, H2, Q1, Q2 etc)

Viewing Goals

Each Goal displayed in the timeline can be identified by its title and summary. The status, target date, and number of initiatives associated with the goal are also shown.

1. Goal title
2. Goal summary
3. Goal status
4. Target completion period
5. Number of initiatives associated with the goal

Each goal tile can be expanded by clicking the expand icon. The expanded view shows details about the initiatives associated with each goal. New or existing initiatives can be linked to the goal by clicking the + Link New button.

Remove an initiative from a goal by clicking the Actions icon and selecting Unlink Initiative.

Adding and editing goals

To add a new goal for a client:

1. Click +New Goal.
2. Enter a Goal Title and Summary.
3. Set a Target Period for when you and your client want to achieve the goal.
4. Use the Latest Update to indicate progress:
   • At Risk
   • Complete
   • Off Track
   • On Hold
   • On Track
      
5. Link the goal to any of the following:
   • Initiatives
   • Action Items
   • Upcoming Meetings
6. Click Save changes.