My Goals List Page

The My Goals List Page shows all the Goals you are working towards, including Goals shared with you by other people.

Goals are organised into Categories, such as Independence, Health & Wellbeing, Work or Enrichment.

Understanding your Goals List

On this page, you can:

• View your Goals organised into Categories.

• See your progress using the green progress bars, which show how many Steps have been completed.

• Open a Goal by clicking its name or picture.

• Create a new Goal using the + New Goal button.

• Add a Category or Vision using + New Category/Vision.

• Search and filter Goals to find the ones you want to see.

Switching between Goals and Steps

At the top left of the page, you can switch between two views:

Goals View

Shows your Goals organised into Categories, with progress bars indicating how many Steps have been completed.

Steps View

Shows individual Steps from across your Goals in one list.

This is useful when you want to see everything you need to work on without opening each Goal separately.

Searching and Filtering

You can use the Search box to find particular Goals or Steps.

Click Filter to narrow down what you see.

Depending on the view, you can filter by:

• Person assigned to a Step

• Goal Owner

• Goal Category

• Archived Goals

You can combine filters to find the information you need.

Tip: If you cannot find a Goal or Step, check whether you have a search or filter applied.

Please note: Your organisation may use different names for Goals and Steps, such as Objectives and Targets.