GoalTree FAQ

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Goals FAQ

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How do I...
Create a goal?
Edit a goal?
Mark a Major Goal or Support Goal as Complete?
Make an Action Item stop sending email?
Add another Action Item or Support Goal?
Add a picture to my goal?

 

How do I create a goal?
To create a Major Goal from scratch, you'll choose "Create New Goal" from the Goals Menu.  Fill out a title for your Major Goal (or choose a generic term from the drop down list).  Then add at least one Support Goal and one Action Item.  Follow the wizard to complete all the details.

How do I edit a goal?
You can edit Major Goals, Support Goals and Action Items from just about anywhere in the Goals area.  The easiest place to figure out where you are is in your GoalTree Outline view.  Just your titles are listed.  Anywhere in Analyze My Goals, My Achievements or any GoalTree view shows your goals with underlined links.  The underlined goal title, if clicked, will open the Edit Page.  From there, you can change any part of the goal item you'd like -- including the name.

How do I Mark a Major Goal or Support Goal as Complete?
Once you've accomplished a goal -- either Major or Support, you click "I Did It!" in your GoalTree under the Goals Menu or "Past Due Goals" areas.   In both cases, the goal will be marked Done, and ALL sub-goals and Action Items will be marked complete as well (since you've accomplished the goal!).  Then the goal can be found under "My Achievements."

How do I make an Action Item stop sending email?
There are three things you can do to stop receiving an Action Item's reminders:
1.  Delete the Action Item.  Edit your Action Item as described above.   Once in the Edit page, scroll to the bottom.  Type "yes" into the Delete field, then click the "Del" button.  No more Action Item, no more email.
2.  Change the Accomplishment date to earlier than today.  Edit the Action Item and change the date.  Click Update.  You will now get Alerts on your Member Home page that you have expired items, however.
3.  Mark the Action Item Done.  Edit the Action Item.  Scroll to the bottom.  Change the "Done?" dropdown list to "Yes."
Note:  If you're just getting email too often, Edit your Action Item and change the frequency.  Try Weekly or every other Week.

How do I add another Action Item or Support Goal?
You can add Support Goals and Action Items from just about anywhere in the Goals area.  The easiest place to figure out where you are is in your GoalTree Outline view.  Just your titles are listed.  Anywhere in Analyze My Goals, My Achievements or any GoalTree view shows your goals with underlined links.  The underlined link "Add Support Goal" or "Add Action Item" will open the New Support Goal or New Action Item Wizard.  From there, just follow the Wizard and your new item will appear in your GoalTree.

How do I add a picture to my goal?
You can easily add any of our stock images to a Major Goal when you are creating it.   The final, or Finish, screen prompts you to make a choice, if you wish.  If you've already made your goal, go to your GoalTree and click on the Major Goal.  This will pull up the Edit Major Goal page.  About half way down, you'll see a choice for "Use Picture?" -- choose "Yes."  Then right below that is a drop down list of our stock pictures.  Choose one and view it using the "View Choice" button.  You can view all images in our library by clicking "View all images" -- this takes a while to load, though.  Once you've selected the image you want, click the "Update" button at the bottom of the Edit Major Goal page.

 

 

 

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