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Editing a Goal

Learn how to edit a goal in Equip to update details, adjust timelines, or modify participant collaboration settings.Use this guide if you’re an Admin or Supporter who needs to make some changes to a participant's goal.

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Written by MaryGrace Flores
Updated this week

👤 Open the Participant Profile

  • From the Home Page, click the Participant whose goal you’d like to edit.

  • You’ll now be viewing that Participant’s profile.


🎯 Go to Goals

  • Click Goals → choose the goal you'd wish edit.

  • This will take you to the details of the Goal.


⚙️ Edit the Goal

  • Click the three dots (⋮) to the right of the goal → select Edit Goal.

  • The Edit Goal page will appear, where you can update the following details:

    • Title

    • Start Date

    • End Date

    • Categories – add or remove categories

    • Description

    • Status – Canceled, Completed, In Progress

    • Toggle Options:

      • Auto Complete – The goal will be completed once all waypoints have been completed

      • Collaborating – Allow participant to view and add progress on this goal


✅ Save Your Changes

  • Select Update Goal to confirm.

  • Your update will now show in Goals

Equip Tip: Keep goals clear and specific. Adding a short description helps Participants and Supporters stay aligned on what success looks like.


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