Goals allows users to visualize milestones and benchmarks for each contact tracked and to see areas where progress is being made and those where critical steps are missing.
​
When you enroll a contact in a program that has goals, the goals will immediately appear on the contact's dashboard. (The examples below are for Basic Goals. If you are using Guided Forms, see Using Goals with Guided Forms).

Each Goal will show the status on the right side with an icon: Green Check Mark for Completed, a Red Flag for Partially Complete, and a Black Dash for Not Started.

To start a goal that has not been started, or continue a goal that is partially complete, simply click on the name of the form under Form Name to be brought to the form. Fill out the information, then click Save.

When you return to your contact's Dashboard, your goal's status will now be complete (or partially complete).