Assigning Goals To Tasks

Overview

Tagging a task to a Participant's Goals records the work you are doing towards each Goal. When you come to write a progress report, you can open a Goal on the Participant's profile and see every task tagged to it.

Before you can tag Goals, the task needs a Participant selected, and that Participant needs at least one Goal on their profile. See Goals for how to create them.

Adding Goals to a Task

1. From the Task Board, open the task you want to tag.
2. Select the Goals tab.
3. Click Add Goals.
4. Tick each Goal you want to tag to the task.
5. Click the add button to tag them all at once — it counts your selection, so it reads Add 1 Goal or Add 3 Goals.

The drawer lists each Goal with its Goal type and Status, so you can tell similar Goals apart before you tick them. Type a Goal name into the search box to narrow the list, and use the tick box in the table header to select every Goal currently listed. A count underneath the table shows how many you have selected.

The add button stays greyed out until you tick at least one Goal.

Once added, the Goals are listed on the task's Goals tab.

Viewing the Tasks Tagged to a Goal

Open the Participant's profile, select Goals, and click the Goal you want to review. The Goal shows the list of tasks tagged to it.

Removing a Goal From a Task

On the task's Goals tab, click the three dots to the right of the Goal and select Detach. The Goal is removed from the task straight away.

Detaching only removes the link. The Goal itself stays on the Participant's profile, and any other tasks tagged to it are unaffected.