How to Create Goals and Guides as a Mentee

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Estimated reading time: 3 min

Goals and Guides

Your Goals and Guides tabs are located at the bottom of your screen between your Mood Ring and the Video tab. These tabs are here to help you track what goals you want to set for yourself.

Adding a New Goal

To begin setting goals, talk to your Mentor and together create goals that match what progress you would like to see for yourself. Once you have decided on your goals, start by clicking into the goals tab; it is illustrated by a target with a dart in the middle of the bottom menu tab on your screen. This is where you will be able to see all of your goals. 

Create a goal by clicking on the blue “target” icon on the bottom right hand corner of your screen. Start by entering the name of the goal section and a description. When writing your description, be sure to remember SMART. (SMART) These guidelines will help you create strong and effective goals. Click here to read our article for more information and tips on creating SMART goals.

Once you have your goal written out, click the blue tab that says  “Add Goal”.  The goal will appear on your Goals screen now. You also will now have the option to “Edit Goal”, which allows you to change the name or description, and “Add Activity”, which allows you to add specific activities that will help you meet the goal.

Adding an Activity from the Goals Tab

From the goals tab add an activity by clicking the “Add Activity” button, enter the name, due date, and a description. You can add as many activities as you please. You can also use the guides created by your organization to add more activities. This can be done through the guides tab. Please scroll down to read through the “Adding Guide Activities to a Goal” section to better understand the process.

You can expand and collapse your goals to see all the activities you’ve created. Click on an activity to see all of its information. Here you and your Mentor can leave comments and chat with each other about the progress on that activity. 

Clicking the blue check mark at the top right hand corner of the screen will mark the activity as complete, which will progress you through the goal. As you complete activities, a blue bar will appear that progresses alongside your goal. Once all activities are completed, that bar will eventually say “Completed” to indicate you have met the goal.

Adding a New Guide

Start by clicking into the goals tab; it is illustrated with two bullet points with text in the middle of the bottom menu tab on your screen. 

This is where you will be able to add guides to help with your progression through your goals. Click on the blue paper icon on the bottom right hand side of the screen. This will pull up all of the guides your organization has created for you that may be essential for your goals. Use the search bar at the top or scroll down through all the options to see which guide best matches your goals. Once you have found one, click on the “+ Add to My Guides” tab. Once you add all your guides of interest, go back to the main Guides tab.


Adding Guide Activities to a Goal

Click on a Guide to see a list of activities associated with it. Once you’re looking at all the activities within a single Guide, click on a specific activity. This will open up a section where you and your Mentor can leave comments and chat with each other about the progress on that activity. As well as add a due date, and also add it to a specific goal. 

Click on the target icon that is located right under the title of the guide towards the top of your screen. This will open a prompt that will let you add that activity to a specific goal.  If you complete all of the activities inside a guide, you will be awarded a badge to celebrate that achievement. 

Similar to the goals section. You can add your own activities to each of the Guides by clicking into a Guide, clicking on a badge, and then clicking “Add activity” on the right handside. Here you will be able to enter the activity’s name, due date, assign it to a goal, and add a description. 


Tip: Keep track of which Guides you want to highlight by clicking on the thumbtack icon on the bottom right side of the Guide. This will pin it to the top of your Guides’ screen. 

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