Goalify Professional Knowledge Base

Important Terms

Goalify Professional is a state-of-the-art application, and we made sure that it has a minimal learning curve. As in every environment, certain terms are used to describe a unique application or property. We created this glossary to make it easier for you to understand how we use specific terms in the world of Goalify and Goalify Professional.

A

Account: Everyone using the Goalify mobile app or Goalify Professional created a Goalify account. Goalify accounts can be registered with an e-mail address (Registered Account) or remain unregistered (Anonymous Account). Goalify Professional owner accounts need to be registered.
Action Button: Most dashboards feature a central button on the top right corner of the main application window. Each button gives access to important contextual actions. We call this the "action button".
Activate: Limit goals need to be activated at the beginning of each period. A period that has not been activated will be marked as paused.
Activity Distribution Chart: This chart is part of every goal's dashboard. It helps you understand when a client is usually working on the specific goal.
Avoid (goal type): Use the avoid goal type whenever you want to help a client avoid a habit or specific action. An avoid goal can either be marked succeeded or failed. Quick example: avoid drinking coffee.

C

Campaigns: Think of campaigns as the perfect newsletter tool, but for push-notifications. It is part of a future update and will be available to team plans and up.
Chat: Our integrated chat will let you easily communicate with your colleagues as well as clients. You can chat in groups or in private one-to-one conversations.
Chat Button: You will find all your chats, both group chats and private chats, when clicking the chat button on the lower left side of the main application window.
Clicks: A clever KPI giving you an indication of the number of times that a client interacted with Goalify. A click is recorded every time a client records, updates or deletes an activity.
Client: We use client as a general term for actual clients, patients, or employees - really anyone who has accepted a coaching invitation. Coaches can create and manage goals for clients.
Client List: Each team has its own list of clients. You can access it by opening the *Client entry* from the team's menu.
Coach: We use the term coach as an umbrella term for actual coaches, team leaders, doctors, consultants, managers - so anyone who is in charge of clients, manages their goals and is responsible for their progress. Coaches can create and manage goals for clients.
Current Achievement Bar: This will give you a quick indication of the number of active goals and their current state. This bar also shows you the average achievement level of all active goals with the same timeframe.
Cycle: A cycle is a reference to a specific workflow version for a client to actually work on and complete. Each cycle can be completed only once, but you can create multiple cycles (references to a workflow) for a client. Think of it as a blank copy of a form (i.e. one cycle) that you hand over to a client to fill out.

D

Dashboard: We use this term for every collection of KPIs and charts. Each goal and client get their own dashboard. The main dashboard is a collection of data insights that are most interesting for you.
Days to Complete: The number of days that a goal has to be reached. A weekly goal has 7 days to be completed. After that it will repeat itself again.
Deployment: The process of assigning a specific workflow version to a client. Whenever you deploy a workflow to a client, you create a new cycle.
Documents: Documents is the umbrella term used to describe notes, pictures and video links that you uploaded to a team's document library or to a goal. Documents provide additional insights, instructions or motivation for your clients.
Documents Editor: Using the documents editor your can add new documents to a goal, copy existing documents from the library to a goal and link the content to the comment or targets.

F

Folder Bar: You can use folders to organize your documents. When you open a folder you will find the folder bar on the very top of each screen. Left to right, it provides the following: a link to the parent folder, the name of the current folder, a delete button for the current folder.

G

Goal: Used to describe one or a set of activities that have to be performed to reach a desired outcome. These activities are usually repeated daily, weekly or monthly until the goal has been reached. Quick examples: follow up with five potential clients every week (to increase sales); perform stability training daily (to support recovery).
Goalify Mobile App: Our top-notch, super easy to use mobile client. Used by 100,000+ people worldwide to record their goals and their progress on things that are important to them. It can be downloaded for free from the Apple AppStore and Google PlayStore.
Goalify Unlimited Edition: A subscription plan for our Goalify mobile app. Purchasing the Unlimited Edition removes all goal limitations of the free version and gives access to a wealth of advanced features. All Goalify users connected to a team (as coach or client) will have access to all Unlimited Edition features.

H

Historic Achievement Chart: This beautiful chart will show you your client's performance for the last 365 days.
Historic Achievement (HAP): This KPI provides insight into the average achievement over a certain period of time.

I

Invitation Code: A random 9-digit code that is used to invite Goalify users to a team or challenges. It can be shared as part of a link, QR code or by itself.

K

KPI: Short for "key performance indicator". KPIs measure an outcome or calculate data according to a fixed set of well defined rules.

L

Limit (goal type): If you need your client to moderate an activity or habit, this goal type allows you to set fixed upper limits. Compared to the other goals types, this type is about making as few entries as possible within a period of time. Quick example: smoking only three cigarettes a day.

O

Owner: A Goalify account that has purchased a Goalify Professional subscription. Only owners have access to invoices and special settings. Each team can only have one owner.

P

Period: Period can stand for day, week or month (or multiple of these). The time between the start and end date of a goal is divided into repeating periods (i.e. days, weeks, months).
Period Marker: Indicating a period within our KPI charts. Period markers can be selected to reveal additional information.
Private Chat: Used to describe a conversation only between two people. Private chats are not accessible by anyone else from a team.

R

Range Slider: Located underneath our historic achievement charts, letting you choose the desired date range viewed in the chart. You can move it left and right to show different periods of time.; This feature allows you to quickly analyze and compare all clients or a selection of clients from a team. You can run separate reports to focus on goals or workflows.

S

Streak Analysis: Indication of the number of consecutive periods a goal has been achieved without a break. A streak is broken by a miss or fail.

T

Tags: A label attached to clients for the purpose of easier identification and organization. Tags can be used to easily select specific clients in the client list.
Target: Used to further describe the specifics of a target amount or limit goal. It's the number of units that have to be reached within a period. Quick example: run **10** miles every week - 10 being the target.
Target Amount (goal type): It's best to use a target amount goal whenever your clients needs to reach a specific target, or if your client needs to record his or her progress in partial steps. Quick example: doing sports for at least 3 hours a week.
Target Block Size: A collection of consecutive targets. Targets block will repeat until a new set of targets is defined or the end date of a goal has been reached. Quick example: a daily goal has a target block size of 1. If you set different targets for every day of the week the target block size becomes 7.
Task (goal type): Use the task goal whenever you want to make sure that a certain task is performed. A task goal must be marked succeeded, otherwise it will be marked as failed. Quick example: preparing a monthly sales report.
Team: A team is the very basic organizational structure in Goalify Professional. Everything within Goalify Professional needs to belong to a team. Think of teams as a department, studio or corporate mandate.
Template: Templates serve as a blue print for new goals that you create. Using templates you can reuse the same structure and definition for numerous goals.
Tooltip: A piece of information that is shown on mouse click or mouseover. We use tooltips to show additional information if you hover over a period marker in our KPI charts.

W

Workflow: A Goalify workflow can be best thought of as the formal and visual representation of a process or collection of tasks to complete (your workflow design) within Goalify Professional. A good example would be an onboarding process for new employees or to-do list.
Workflow Designer: Use our visual designer to create, assign and review Goalify workflows. It gives you access to a workflow's design, its settings and version info.