Form - add goals
From Main Dashboard
1. Click "Forms"
2. Click template name
3. Click client name
4. Click green "Add a Goal" button
5. Select each goal you would like to insert into the form one-by-one
5. To add a new goal, click "New Goal" in the drop down menu
6. Type the goal
7. Click "Save Goal"
Important things to note:
When creating a new short-term goal, you can select a parent (long-term) goal to associate it with.
When creating a new goal, you can create a data tracker for the goal.
If you would like to remove any goals from the form, click the red X to remove the goal from the form, but still keep the goal for the client.
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