Waypoints help you break big goals into smaller, measurable steps. Each waypoint represents meaningful progress toward a participant’s larger goal—making it easier to track growth, celebrate wins, and stay focused on next steps.
👤 Go to Participant Profile
From the home page, click Participants, then select the individual whose goal you’d like to update.
You’ll see the participant’s profile page.
🎯 Select Goal
Click Goals → choose the goal you'd wish to add a waypoint to.
This will take you to the details of the Goal.
Add New Waypoint
Click New Waypoint.
Fill in the following fields:
Title – Name the waypoint.
Status – Choose Not Started, In Progress, or Completed.
Target Date – Set a deadline or target date.
Description – Add details or context for the step.
Category – Assign the waypoint to an existing category (optional).
Measurement Type – Select how progress will be measured:
Date Answer – Pick a specific date.
Long Answer – Open text field for detailed responses.
Multiple Choice – Select multiple options.
Number Answer – Enter baseline and target numbers (toggle Higher is Better or Enable Scoring).
Short Answer – Small text field for quick input.
Single Choice – Choose one option.
✅ Save Your Changes
Select Create Waypoint to confirm.
Your new waypoint will now appear within the participant’s Goal Details list.
Equip Tip: Think of waypoints as milestones on the path to success. Each one should connect directly to the goal it supports and clearly describe what “progress” looks like.