As an Admin or a Coach, if you would like to create a new Goal Template, first navigate to Coaching Corner. Click on the 'Goals' tab. Then click on 'Goal Templates' on the far, left-side panel.
From the Goal Templates page click 'New Goal Template.'
If you want to assign the Goal Template to a user or a group, make your selection and add Due Dates for the Goal and Action Steps. However, that is not a requirement.
If you are not assigning the Goal Template at this time, simply type in the Goal, add any relevant Action Steps, Competency Tags, and click 'Save Goal' when complete.
Once you save the Goal Template, it will be available for use from the list of Goal Templates, and you can 'Set for User(s),' 'Clone and Modify,' and 'Archive' Goal Templates from the Actions menu.
Wherever you choose to create a new goal, you will have the option to 'Choose a Goal Template' or make the new goal into a Goal Template.
For instance, if you click the 'lightning bolt icon' to access the Quick Actions Menu in the top navigation bar to create a 'New Quick Goal,' you can turn your new goal into a Goal Template by selecting the appropriate checkmark or choose from an existing Goal Template.
To learn more about using Goal Templates, click here.
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