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This page provides an overview of the forms that comprise the Goal Template record.

 Click to expand and preview the fields that comprises the goal template form

The following is an outline of the fields that comprise the goal template page:

  1. Goal Name label: This label identifies the name of the Goal.

  2. Save: This button is used to create as well as save updates to an existing record.

  3. Close: This button will close the Goal Template page.

  4. Name: This field is used to input the particulars of the Goal that the client would like to achieve.

  5. Goal Task: This is a grid structure that enlists the tasks associated with the goal.

  6. Add Goal Task: Selecting this icon provides access to the Goal Task page.

 Click to expand and preview the fields that comprises the goal task form

The following is an outline of the fields that comprise the goal task page:

  1. Save: This button is used to create as well as save updates to an existing record.

  2. Close: This button will close the Goal Task page.

  3. Name: This field is used to input the particulars of the goal task that are associated with the goal.

  4. Goal: This is an auto generated field. It specifies the name of goal against which the task is being assigned.

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