Smart Goals - Module Overview
Goals lets organisations set and track goals for individuals and teams. Admins follow them in the Goals dashboard, manage individual goals, import and export them, and configure the module settings.
What is this page about?
Goals allows organisations to set and track goals for individual learners and teams. Users can create their own goals or be assigned goals by their managers, and progress is tracked in the platform. Goals help align individual and team goals with business objectives.
Where do I find Goals in the backoffice?
Open Goals in the backoffice menu. If you do not see it, the Goals menu is not active for your organisation. Depending on your configuration, the menu shows Dashboard, Professional Goals, Individual Goals and Goals Settings.
What does the Dashboard show?
The Dashboard gives an overview of the goals in the platform, such as Total Goals, Total In Progress, completed, Failed Goals and Aborted Goals.
How do I manage individual goals?
On the Individual Goals page you see all individual goals and can filter them by user and by status. Use the row actions to Edit or Delete a goal.
You can also import and export goals. To update existing goals, use Export Goals (xls), update the file, then use Import Goals. The file must be correctly formatted, or the import will fail.
What can I configure in Goals Settings?
The Goals Settings page has three settings, including Should block users from managing Individual Goals? and Should keep Team goals even if user leave team?.



