Topics : Activities Process

Create a goal for a client

To create goal for your client

A. You must have created a coaching process associated with your client.
B. In the coaching process , you go to the “objectives of the process” section, and click on addinline .
C. Complete the following sections to be completed:

border .
1- Indicate the color that will be associated with this objective in the process and in the progress report.
2- Indicate the objective is the only mandatory section to complete.
3- Activate the objective for the customer area by clicking or not on the logo of the green man inlineinline .
4- Depending on your choice, you can indicate the strategies and indicators that will be used to validate the progress of this objective.
D-You can add or modify goals along the way.