Update, complete or reopen a goal
A goal carries its whole story: what changed, when the deadline moved, and what happened in the end.
Steps
- Open the player's Goals book and find the goal.
- Use the row menu for what you need: Add a note, Move the deadline, Complete goal, Reopen goal, Archive goal, Edit goal or Add follow-on goal.
- To finish a goal, press Complete goal, answer What happened? and save.
- To move a date, press Move the deadline, set the New deadline and add Why the move? (optional).
Good to know
- Completing a goal requires an outcome note. A goal with no ending is not worth reading back in six months.
- Reopening a goal counts against the three-active cap, so you may need to park another one first.
- A follow-on goal is linked back to its parent, and the parent's trail records that it led somewhere.
- Every note, extension, completion and reopening is added to the goal's trail with your name and the date.
- Archive goal takes it out of the player's view entirely; it is not the same as completing it.
Related
- Set a goal
- The development plan
- Set home practice