Creating a Pre-Defined Goal

How to Create a Pre-Defined Goal

Step 1: Navigate to Goal Builder 

From the left navigation menu within your mentorship program, click Goal Builder

Click Create Goal. 

Step 2: Enter a Goal Title

In the Goal Title field, enter a clear and descriptive name for the goal.

Examples:

• Create a Professional Development Plan
• Build Your Professional Network
• Complete Your Program Introduction
• Develop Leadership Skills

Choose a title that clearly communicates the objective participants are working toward.

Step 3: Add a Description

Use the Description field to provide additional guidance and context.

Consider including:

• The purpose of the goal
• Expected outcomes
• Recommended activities
• Success criteria

The more information provided, the easier it will be for participants to understand and complete the goal.

Step 4: Upload Supporting Documents (Optional)

Administrators can upload supporting resources directly to a goal.

Supported file types include:

• PDF
• PNG
• JPEG
• DOC
• DOCX

Examples of supporting documents:

• Goal worksheets
• Templates
• Program guides
• Activity instructions
• Learning resources

Participants will be able to access these files directly from the goal.

Step 5: Configure a Due Date

Choose how the goal due date should be managed.

Specific Due Date

Assign a fixed date for all participants.

Example:

• December 31, 2026

This option is useful when all participants should complete the goal by the same deadline.

Number of Days After Engagement Begins

Set the goal to become due a specific number of days after an engagement starts.

Example:

• 30 days after engagement begins
• 60 days after engagement begins

This option is ideal for programs with rolling participant start dates.

No Due Date

Select this option if participants can complete the goal at any time during the program.

Step 6: Assign the Goal

Use the Assigned To dropdown to determine who should receive the goal.

Available options may vary based on your program configuration.

Examples include:

• Mentors
• Mentees
• Both Mentors and Mentees

Once assigned, eligible participants will receive the goal within their engagement workspace.

Step 7: Save the Goal

Click Submit to create the pre-defined goal.

Publishing Goals & Tasks to Workspaces 

Creating a pre-defined goal makes it available within the Goal Builder, but it will not automatically appear in participant workspaces.

After creating your goal, you must publish it to the workspaces.

To publish a goal:

1. Navigate to the Goals section.
2. Locate the goal you would like to distribute.
3. Click Publish Changes. 
4. Select one of the following options: 
   Publish to All Existing Workspaces: Select this option to push the goal and any associated tasks to all existing workspaces. Any workspaces created in the future will also receive these updates. Use this option when you want both current and future participants to receive the goal/task.
   Publish Only to Newly Created Workspaces: Select this option to apply the goal and associated tasks only to workspaces created after the publication. Existing workspaces will not be updates. Use this option when you want the changes to apply only to future participants and not impact current engagements. 
5. Click Push Changes to complete the publication.

Recommended Workflow

1. Create or update your goal 
2. Create or update any associated tasks 
3. Review your changes 
4. Publish the goal and/or task to workspaces using the appropriate publication option. 
5. Confirm the changes appear in the intended participant workspaces.