Managing Goals for a Client

Goals are the clockwork of Goalify Professional - everything revolves around your clients' goals. Unlike the workings of a clock, we made sure that it is really easy to create and manage goals. This document will give you the ins and outs of managing goals for a client.

Creating a New Goal

Quick Setup Tutorial

  1. Go to your team's Client menu
  2. Select your client
  3. Choose the Add Goal option using the Action button
  4. Define the goal

To create a new goal for one of your clients, switch to the Client list of your team. Select the client you wish to create the goal for. With the main Action button, select the Add Goal option.

This will open the create goal window.

Understanding Goalify Goals

Creating a goal in Goalify Professional is easy, but we strongly suggest that you familiarize yourself with the key concepts that define a goal first. Read our Understanding Goalify Goals documentation to learn everything you need to know.

Step 1: Choose the Goal Type

First, you will have to select the type of goal. We made it easier to choose the correct goal type by providing some example applications. Or you create the goal by using one of the team's templates. To learn more about templates please read our Working with Templates guide.

Step 2: Adjust the Settings

Next, you will be presented with a list of different options that you can adjust to your liking.

Name

The name of the goal, which is also shown to your client. Try to pick a short and descriptive name – long names might not be fully displayed on the Goalify mobile client.

Description

This is used to describe the necessary action for this goal.

Unit

The Unit option is only available for target amount and limit goals and describes the unit used to record activities for this goal. Together with the target amount, it helps your client to understand the purpose of the goal. A text-based unit might be miles, pages, liters, times.

You can also use a metric as the unit for a goal. When you use a metric as the unit, every activity recorded will automatically be added as a datapoint for the attached metric. You can attach any numeric metric as the unit for target amount goals. Task and avoid goals let you add a binary metric as unit.

Start

This is the start date of the goal. You can set it to any date, even past and future dates. If you create a weekly or monthly goal, you will only be able to choose dates at the beginning of these periods. The start date of a goal cannot be changed after the goal has been created.

Repeats every

This defines the period within which the goal needs to be achieved. If you need to create quarterly or even yearly goals, choose the custom option.

Repeats variant

By default goals repeat every period, but you can set up the goal to only become active every second period, e.g. to not repeat daily but instead every other day.

Why use a metric as unit

A custome, text-based unit does not feature any analytics beyond the achievement level of the goal. A metric can be added to different goals, even across different clients, and provides you with more analytical options.

We suggest to use a metric whenever you have multiple clients working on similar goals. You can learn more about metrics by reading our guide on metrics.

Fixed Settings

While most settings can be adjusted even after the goal has been created, some cannot be changed. These settings are goal type, language, start and period length.

Step 3: Defining the Goal Target

You will only need to define a goal's target for target amount and limit goals. The target describes the specific amount of units that have to be reached to achieve the goal. Simply adjust the number in the respective field.

If you set a target, it will be applied to all subsequent periods as well. If you want to set different targets for future periods, use the Duplicate Below button to create a copy of the existing entry or the Add period button to create a new entry. By adjusting the Repetition field you can specify when this new target will be applied.

Setting Individual Targets for Different Days

For daily goals, you can even set a specific target for each day of the week. You can also choose to pause the goal on certain days. This will allow you to create daily goals that are only active Monday through Friday, for example, or only on weekends, or any other combination of days you need.

Pausing Periods

If you want to add rest periods for the goal, follow these steps:

  1. Create a new target entry
  2. Set the Starting with date field to the beginning of a paused period
  3. Uncheck the Target select box.
  4. Create another entry for the end of the paused period and adjust the target accordingly

Step 4: Adding additional Metrics

Metrics that you add on the Additional Metrics screen of the goal creation wizard, are shown to the client when he/she records an activity for that goal. You can learn more about metrics by reading our metrics guide.

Quick Setup Tutorial

  1. Use the Add Metric button
  2. Select an existing metric or create a new one
  3. Mark the metric as optional or required
  4. Click the Add button

Use the blue Add Metric button on the Additional Metrics screen. With the Search Team Metrics search box you can select an already existing metric. Using the Create New Metric button you can configure a new metric and use it with the goal.

Required vs. Optional Metrics

By default, metrics are marked required and the client needs to respond to the metric when recording an activity. However, you can mark these additional metrics also as optional. Now the client can, but doesn't have to, respond to the metric when recording an activity.

Goal Drafts

When you create a new goal or template we will auto-save your work every few seconds as a draft, including all attached documents. You can also save your work on a goal or template as a draft to be completed and assigned at a later time.

Manually Save Draft

You can also manually save your work as a draft when creating a new goal or template. Click the Cancel button on the top right and confirm your action by saving the current state as a draft. You will be able to pick up your work by simply restoring the draft at a later time.

Goal Draft
Restore a draft.

Restoring a Draft

Simply start creating a new goal or template and choose the saved draft from the draft section of the goal creation wizard.

Goal Draft
Restore a draft.

Drafts

Drafts will be automatically deleted once you save a draft as a goal or template.

Advanced Goal Setup

When you create a new goal, we have hidden some of the more advanced settings for clarity and ease of use. In some cases, it might be necessary to make adjustments to these settings. To access the advanced options set the Show Advanced Options switch to on in step two of the create goal wizard.

These are the advanced options:

End

This is the end date of a goal. You can leave this blank and the goal will keep repeating until you set an end date or you delete it.

Week

You can choose on which day a new week will start, i.e. on Sunday or on Monday. Try to keep this setting the same for all of a specific client's goals.

Custom Timing

By default, you can create daily, weekly and monthly goals that repeat every period or even every other period. This will be sufficient in most cases. If you do need to create goals with different timing (i.e. period length) you can choose the Custom option in the Repeats Every selection box.

This will bring up the following advanced options:

Period Unit

Basic unit a period is based on

Periods Days/Months

Number of periods until the goal repeats itself again

Block Size

Number of periods that are grouped together, to build repeating blocks

Week

You can choose on which day a new week will start, i.e. on Sunday or on Monday. Try to keep this setting the same for all of a specific client's goals.

Adjusting the above settings will let you create a variety of timing setups. Let's look at some example configurations that you might find helpful:

Repeat every two weeks

  • Set Period Unit to Days
  • Set Periods Days to 14
  • Leave Block Size at 1

This goal will need to be reached within 14 days. After 14 days it will repeat itself.

Repeat quarterly

  • Set Period Unit to Months
  • Set Period Months to 3
  • Leave Block Size at 1

This goal will need to be reached within a quarter (i.e. every three months). It will repeat itself every quarter. You'll probably want to align the Start date of the goal with the calendar (i.e. starting January, April, July or October).

Progressive Target

Imagine you want to create a weekly running goal, with an increasing target for four weeks and then repeat itself again.

  • Set Period Unit to Days
  • Set Periods Days to 7
  • Set Block Size to 4

You can now set increasing targets for each of the four weeks. After the four weeks, the target will repeat with the first target again, only to increase again the next week.

Adjusting an Existing Goal

Quick Setup Tutorial

  1. Go to your team's Client menu
  2. Select your client
  3. Open the goal from the goal list
  4. Switch to the setup tab

To adjust an already existing goal for one of your clients, switch to the Client list of your team. Select the client and from the Goal list and open the goal you would like to make changes to. You open a goal by clicking on its name.

From the goal's dashboard, click the Goal Setup menu item. You can make only specific changes to the Goal Setup, but you can fully adjust a goal's targets.

Goal Setup

You can only change some properties of an already existing goal:

  • Name
  • Description
  • End date

Goal Target

You can make changes to the current target as well as future targets. You can also create new targets for future periods.

Communicating Changes

We strongly suggest that you communicate changes to your client. If you can't do it directly for some reason, you can use our integrated chat. This will prevent confusion for your client and will improve the acceptance of the use of technology in the coaching process.

Deleting a Goal

Quick Setup Tutorial

  1. Go to your team's Client menu
  2. Select your client
  3. Open the goal from the Goal list
  4. Choose the Delete Goal option from the Actions button
  5. Confirm deleting the goal

To delete a client's goal, switch to the Client list of your team. Select the client, and select the goal you would like to delete from the Goal list. You open a goal by clicking on its name.

From the goal's dashboard, choose the Delete Goal option from the Actions button. You will have to confirm that you want to delete the goal, as this action cannot be reversed.

Deleting a Goal vs. Archiving a Goal

If you delete a goal, you will lose access to its data and it will no longer show up in your client's goal list. If you want to keep the goal's data, simply set an end date for the goal. When the end date has been reached, the goal will no longer show up in your client's schedule of goals.