Adjusting Goal Templates and Adding Resources

Adjusting Goal Templates and Adding Resources

Adjusting Goal Templates and Adding Resources

In this Loom, I walk you through the process of editing goal templates and adding resources to fit your program and community-based resources. I demonstrate how to add new milestones and action items, delete unnecessary items, and update the sequence order. Additionally, I show you how to tag local community-based resources to provide specific assistance to clients. By the end of the video, you'll have a clear understanding of how to customize goal templates and attach relevant resources to better serve your clients. No action is required from you, but feel free to follow along and make adjustments as needed.



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