Goals
Goals, waypoints, progress updates and their statuses.
By MaryGrace1 author10 articles
- Accumulating Number WaypointsLearn how to use Accumulating mode on number waypoints to automatically track running totals across progress updates.
- Choosing the Right Waypoint Measurement TypeLearn how to choose the best waypoint measurement type for tracking goal progress in Equip.
- Understanding goal and waypoint statusesGoals are In Progress, Completed, Unsuccessful or Cancelled and waypoints are Not Started, In Progress, Completed or Unsuccessful; only In Progress question waypoints appear in Log Update, and Auto Complete…
- Introduction to GoalsAll about Goals and How to Get Started
- Creating a GoalFollow these steps to Create a Goal in Equip
- Logging Progress on a GoalLearn how to log progress updates for goals in Equip.
- Editing a GoalLearn 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…
- Copying a GoalLearn how to copy a goal in Equip to quickly assign the same objective to multiple participants. This saves time and ensures consistency when goals apply across your organization.
- Adding a WaypointLearn how to add waypoints to participant goals and choose the right measurement source.
- Deleting a GoalLearn how to delete a participant goal and understand what is removed.