Creating and Managing Goal Templates
Goal templates let you predefine support goals that your team can assign to members.
To create a goal template:
- Go to Templates > Goals.
- Click + Add Goal Template.
- Enter a name and description.
- Choose a domain (e.g., Housing, Health, Food).
- Add action items—steps that need to be completed.
- Save the template.
These templates can be applied manually from the member profile or automatically through answer actions in a script.