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Overview

The Goals module helps you transform client feedback and business objectives into actionable, trackable goals. Create goals from survey responses, set priorities, and monitor progress toward achieving strategic objectives.

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Key Features

Goal Creation

Create goals manually or from survey feedback

Progress Tracking

Monitor goal completion and milestones

Priority Management

Set priorities and categories for organization

Planner Integration

Link goals to planner items for scheduling

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Creating Goals

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Manual Goal Creation

1

Click New Goal

Access the goal creation form from the Goals page
2

Define Goal Details

  • Title and description
  • Category selection
  • Priority level (High, Medium, Low)
  • Target completion date
3

Assign Ownership

Select responsible team member or department
4

Set Success Metrics

Define measurable success criteria
5

Save Goal

Goal appears in your goals list and planner

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Creating Goals from Surveys

Goals can be automatically created from survey responses:
  1. Navigate to Surveys module
  2. Review survey responses
  3. Select feedback requiring action
  4. Click “Create Goal from Feedback”
  5. Goal is pre-populated with context from survey

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Goal Properties

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Essential Information

  • Title: Clear, actionable goal statement
  • Description: Detailed context and requirements
  • Category: Organizational grouping
  • Priority: High, Medium, or Low
  • Status: Planning, In Progress, Completed, On Hold
  • Due Date: Target completion date

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Tracking Fields

  • Progress Percentage: 0-100% completion
  • Milestones: Key checkpoints
  • Notes: Updates and comments
  • Attachments: Related documents

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Goal Categories

Organize goals by category:
  • Service Improvement: Enhance service delivery
  • Client Satisfaction: Address feedback and concerns
  • Operational Excellence: Internal improvements
  • Growth: Business development initiatives
  • Compliance: Regulatory and framework goals
  • Custom Categories: Create your own categories

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Status Management

Initial stage for goal definition and resource allocation

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Progress Tracking

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Manual Updates

  • Update progress percentage
  • Add milestone completions
  • Log activities and notes
  • Attach supporting documents

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Automatic Updates

  • Integration with planner items
  • Survey score improvements
  • Compliance metric achievements
  • Ticket resolution impacts

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Planner Integration

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Linking to Planner

Goals automatically appear in the Planner module:
  • Visual timeline representation
  • Drag-and-drop scheduling
  • Dependency management
  • Resource allocation

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Creating Planner Items

From a goal, create related planner items:
  1. Open goal details
  2. Click “Add to Planner”
  3. Configure planner item details
  4. Link maintains relationship

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Filtering and Views

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Filter Options

  • By Status (Active, Completed, All)
  • By Priority (High, Medium, Low)
  • By Category
  • By Company
  • By Assignee
  • By Date Range

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View Modes

  • List View: Traditional table format
  • Card View: Visual cards with progress
  • Timeline View: Gantt-style timeline
  • Dashboard View: Metrics and charts

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Reporting

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Goal Metrics

  • Total goals by status
  • Completion rates
  • Average time to completion
  • Category distribution
  • Priority breakdown

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Progress Reports

Generate reports showing:
  • Goals completed this period
  • Overdue goals
  • Upcoming milestones
  • Team performance
  • Client-specific progress

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Best Practices

Ensure goals are Specific, Measurable, Achievable, Relevant, and Time-bound
Review goal progress weekly and update status accordingly
Share goal progress with clients during quarterly reviews
Maintain a healthy mix of high, medium, and low priority goals

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Automation

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Automated Notifications

  • Goal assignment alerts
  • Due date reminders
  • Milestone notifications
  • Completion celebrations

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Recurring Goals

Set up goals that repeat:
  • Monthly objectives
  • Quarterly targets
  • Annual initiatives
  • Compliance renewals

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Permissions

Goal module permissions:
  • read_goals - View goals
  • create_goals - Create new goals
  • edit_goals - Modify existing goals
  • delete_goals - Remove goals
  • assign_goals - Assign goals to users
  • Surveys - Source for goal creation from feedback
  • Planner - Schedule and track goal activities
  • Company Overview - View goal metrics on dashboard
  • Reports - Generate goal achievement reports