- Sign in to your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'Goals'.
- Use the 'New goal' button.
- Type a title.
- Type a URL slug (eg. goal-name)
- Set a goal description. What is the goal setting out to do?
- Set an accountability partner term. You could use 'goal buddy', 'social prescriber', 'goal mentor' or something else.
- Add the name of this person.
- Set a low score number. This will trigger an alert, so if you have 5 statements (max points 5 x 5 statements), you'll probably want the low score around 5-10 points.
- Set a low score message. This is what members will see when they score low. Something supportive, or a contact number for more help could be good to include!
- Sign in to your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'Goals'.
- Use the cog icon to edit the goal.
- Scroll down and use the 'new question' button.
- Add a statement, or a question. (I've been able to make up my own mind about things.)
- Use the 'submit' button.
- Sign in to your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'Goals'.
- Use the cog icon to edit the goal.
- Scroll down and use the 'new action' button.
- Add a short title. EG. Ask for ideas from others.
- Add a short description. EG. Reach out to your community to ask for ideas about how you can make progress.
- Add an icon. Open the 'pro-tip' dropdown to see the link to a list of icon codes. Copy one to add an icon, like 'handshake' or 'team'.
- Add a URL.
- Use the 'add action' button to save.