How to Create a Goal

Overview 

One Step's Agenda offers many useful tools to organize Users and Client calendars. The Goal feature, located within the Agenda, allows you assign clients house chores, life skills, program milestones, etc. 

In the One Step Recovery App, Goal's will be displayed in the Agenda button located on the home page. They will also receive a pop up notification in the App when an Agenda item is assigned. Clients can see when tasks are due as well as complete them from the home page of the app with ease.

How to Create a Goal

• Navigate to the Agenda on the menu bar to the left

• Click Add to Agenda, the blue button on the right 

• Select who you are creating the Goal for

•Single client: you are creating an item for an individual client

•Group of clients: you are creating an item for a group of clients such as an entire facility’s clientele 

How to Create a Goal for a Single Client

• Select the single client & click the blue Next button 

• Next, select Goal

• Next, you will fill out the Goal information you are creating
• Goal:

  •Enter Title, Description & if it's recurring

  •Select when you would like the Goal to be due & the time

  •Enter the date you would like the client to be notified the Goal has been assigned & times. If you have selected “Yes” for the event to recur, click the “Set Schedule” drop down to choose the frequency of the recurring event

  •Assign a Staff member to be notified & have the ability to check back on the client to ensure the Goal is completed 

• Example:

• Once you have filled out the information, double check your work and click the blue Create Goal button in the bottom right corner

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639