How do I assign a Goal?

Learn how to assign a new Goal.

Please note: This article applies to users with coach permissions and above.

On the Touchpoint Dashboard, search for a user by typing a name into the Filter table by text box. Click on Goals on the right side.

The user's active Goals will pop into view. To add a new Goal, click the green plus (+) sign button.

In the accompanying pop-up, type the goal into the text box. If applicable, tag related Meta-Data Tags to the goal and add the Goal Type. Lastly, click Create to save and share it.

 

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