Top tip: Get your client to add images of their goal. It'll look great on the Best Life page later on!
...
In the Workbench, navigate to the client's view tab.
Click Add Goals
This will bring you to the first page of the goal wizard. Here you will need to click and select a Goal Category for the goal you are adding.
There are several goal categories to choose from:
...
- Goal Category
- Goal Name
- Assign to - Client A, Client B or Joint
- Goal Importance
- Goal Success Measure
- Which Life scores or Values cards this goal supports
- In the Additional Tab: Goal Confidence & Completing this goal will leave me with
- Notes and Admin Notes
Once saved you will see the Goal listed in the Goals Module.
...
