Check out our Goal Plan Administration On-Demand Video Series.



Collaborate’s Goal Plan feature allows you to track Client milestones, such as completing education, improving mental health, or gaining stable housing. 


This Goal Planning Administration series can be used to get your application up and running with the Goal Plan feature.


This series will discuss the administrative functions of the Goal Plan feature, like creating and editing Goal Plan templates, setting up Goal Plan categories, and adding Goal Plan steps.


Goal Plan Administration Series