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Use Goals to Track Programs & Deadlines
Use Goals to Track Programs & Deadlines

Track your own or other users' deadlines associated with goals through the Goals feature

Angela Lim avatar
Written by Angela Lim
Updated this week

When you set up Goals for your agency (see how to do that here), you will see the form names and deadlines associated with your goals in 2 places:  

On the client dashboard:

On the Goals page:​

When you click on the Goals page you will be taken to the dashboard, where you can filter for the data you're looking for in a myriad of ways:

  • Contact name

  • Name of goal

  • Program

  • Assigned Staff Name

  • Status (complete or incomplete)

  • Deadline (when it's due - this week, this month, past due, etc.)

You will find that you can go directly to the contact who needs a form completed to reach the deadline by clicking on their name in the far left column.  From there you can navigate to the proper form by clicking on the appropriate form link from their dashboard.

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