Client Goals
Learn step by step how to create client goals, track progress, complete, archive, and delete them.
Overview
Goals track the therapeutic objectives for each client. They can be created, tracked for progress, completed, archived, or deleted. The Goals tab makes your client's progress in the therapy process visible, supporting your clinical work.
Goal Lifecycle
Goals can transition between the following states:
Creating Goals
Type the goal text
Type the goal text in the input field on the Goals tab.
Save
Click the save button or press Enter.
Goal is listed
The goal appears in the Active Goals section.
Progress Tracking
Each goal's progress is tracked as a percentage. Progress is adjusted in 5% increments.
Progress Slider
Progress is set between 0% and 100% in increments of 5%.
Circular Indicator
A visual circular indicator showing progress status on goal cards
Context Panel
The progress percentage and slider are displayed in the goal's detail panel.
Color Coding
The progress indicator changes color based on percentage:
Completing Goals
Click complete button
Click the complete button (checkmark) on the goal card.
Write a summary
Enter a completion summary in the dialog — this documents how the goal was concluded.
Confirm
The goal moves to the Completed Goals section and the completion date is recorded.
Archiving Goals
You can archive goals that are no longer actively tracked.
Select archive option
Select the archive option from the goal card menu.
Choose a reason
Choose from predefined archival reasons.
Goal is archived
The archived goal is hidden from the active view but preserved.
Reversible
You can unarchive it anytime.
Goal Sections on the Tab
On the Goals tab, goals are grouped into four sections by their status.
Active Goals
Drag-and-drop reorder, progress slider, quick complete
Completed Goals
Shows completion date, highlighted with a green border.
Archived Goals
Shows archival reason, unarchive option available.
Deleted Goals
Offers restore or permanently delete options.
Goal Connections
Goals can be linked to clinical notes and breakthroughs to create a rich context network in the therapy process. Note-goal connections can have different semantic types such as Progress, Setback, Obstacle, and Exploration — so the role of each connection in the therapy process becomes clear.
Linking from the Goals Page
Open context panel
Click on a goal card to open the context panel on the right.
Add a link
Click the "Add Link" button in the panel to select a note or breakthrough.
View links
Linked items are listed in the panel and can be clicked to view their details.
Linking from the Note Editor
Connections can be created not only from the goals page, but also from the note editor. While writing a note, you can select a specific piece of text and link it directly to a goal.
Select text in the note editor
Select the sentence or paragraph you want to link to a goal.
Click the connection icon
Use the connection icon in the toolbar to search for and select a goal.
Choose the relationship type
Choose a relationship type such as Related, Progress, or Obstacle (all types are listed below) — the linked text will be marked with a blue underline.
Connection Types
Each note-goal connection carries one of seven semantic types that defines its role in therapy:
Related
A general link between the note and the goal.
Progress
A concrete, observable step toward the goal.
Setback
A step back from the goal or a sign of regression.
Obstacle
A situation or event that makes achieving the goal more difficult.
Exploration
Analysis or observation exploring the underlying reasons of a goal.
Intervention
A therapeutic strategy applied to achieve the goal.
Theme
The core theme underlying the goal (a schema, belief, or existential issue).
Linking Breakthrough Moments
Breakthrough moments make the clinical story behind progress visible by linking the therapy process's turning points to goals. You mark an important sentence in a session note as a breakthrough moment, link it to the relevant goal, and explain why it is a turning point with a short context note. This way each goal becomes a living record filled with the client's moments of change, beyond a percentage value.
Breakthrough Moments
Learn the full flow of marking, linking to a goal, and adding context.