The Global Life Plan Goals view, accessible from your organization's settings.
Key Features
Form Builder & Question Design
Create clean and concise life plans with ease using our drag-and-drop form builder. As you build daily tasks, you’ll see exactly what your staff will see.
The Life Plan Goals form builder showing the drag-and-drop interface and real-time preview.
Real-time Preview
Watch your form take shape as you build it.
Drag-and-Drop Interface
Easily arrange and organize questions.
Smart Question Logic
Configure follow-up questions based on responses. For example, when a selects “Yes”, automatically show a text box for details. Create dynamic flows for easier staff navigation.
Flexible Response Options
Multiple choice, text, checkboxes, customizable dropdown menus, conditional field display, and smart form organization tools.
Efficient Goal Management
Save time and reduce redundancy with powerful goal management tools.Copy Goals Between Members
Replicate similar goals in just a few clicks.
Multi-Group Assignment
Select multiple groups for a goal to be assigned to.
Goal Templates
Create reusable templates for common goals.
Progress Tracking & Analytics
Monitor and measure progress with comprehensive tracking tools.Point-Based Tracking
Assign success values to responses.
Global Task Report
View all goals and tasks in one place.
Progress Visualization
Clear visual indicators of goal completion.
Performance Metrics
Track success rates and patterns.
Advanced Features
Goal Configuration & Management
Customize and standardize your goal tracking with powerful management tools:Options Library
Create preset response sets for consistency. Manage dropdown menus and checkbox lists centrally. Share standardized options across your organization.
Group Controls
Assign goals to multiple groups simultaneously. Configure individual and organization-wide assignments. Customize access and tracking per group.
Success Tracking
Configure point-based progress tracking and track progress accurately while accounting for exceptions.
Getting Started
Ready to create your first Life Plan Goal? Follow these initial steps:1
Navigate to the Life Plans Settings page
2
Set up your Options Library with standard responses
3
Head to our detailed creation guide to build your first goal
See the detailed creation guide for full instructions.
4
Assign goals to members or groups
5
Monitor progress through the Global Task Report