Mentee: How do I use Goals and Guides?

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Estimated reading time: 3 min

Goals and Guides

Welcome to your Goals and Guides! You can find them located at the bottom of your screen, between your Mood Ring and Video buttons. These features are designed to help you set and achieve your goals, so you can make progress towards the future you envision for yourself!

Adding a New Goal

Ready to start setting goals? Talk to your Mentor and work together to create goals that align with your vision for the future. Once you have your goals in mind, simply click into the goals tab – it’s illustrated by a target with a dart in the middle and can be found at the bottom of your screen. This is where you’ll be able to see all of your goals and track your progress towards achieving them.

To create a goal, simply click on the blue “target” icon located on the bottom right-hand corner of your screen. Enter the name of the goal section and a description, keeping in mind the SMART guidelines (Specific, Measurable, Attainable, Relevant, Time-based) to help you form strong and effective goals.

Now that you have your goal in mind, select “Add Goal”. Your new goal will appear on your Goals screen, giving you the option to “Edit Goal” and tweak the name or description, as well as “Add Activity” to help you achieve it.

Adding an Activity in the Goals Tab

To add an activity, simply click the “Add Activity” button in the Goals tab, then enter the name, due date, and a description. Feel free to add as many activities as you like! You can also explore the guides created by your organization to find more activities. To do this, head over to the Guides tab and scroll down to the “Adding Guide Activities to a Goal” section for more information.

Don’t forget to expand or collapse your goals to view all the activities you’ve created. Clicking on an activity will reveal all its information, and you can easily leave comments or chat with your Mentor about your progress. Stay connected and motivated as you work towards your goals!

Once you complete an activity, simply click the blue check mark located at the top right-hand corner of the screen to mark it as complete. This will progress you through your goal and a blue bar will appear, progressing alongside your goal to show your progress. When all activities are completed, the bar will display “Completed”, indicating that you have successfully achieved your goal!

Guides

Now, let’s talk about Guides. Check out this brief video below to orient yourself to what a Guide is.

Adding a New Guide

To start adding guides to help you achieve your goals, simply click into the Guides tab located at the bottom of your screen. It’s illustrated with three stars and text. Then, click on the blue paper icon located on the bottom right-hand side of the screen. This will bring up all the guides your organization has created for you that may be essential for your goals. You can use the search bar at the top or scroll down through all the options to find the guide that best matches your goals. Once you find one, click on the “+ Add to My Guides” tab. Repeat this process for all the guides that interest you, and then head back to the main Guides tab. Happy exploring!

Adding Guide Activities to a Goal

To view a list of activities associated with a Guide, simply click on it. Once you’re looking at all the activities within a Guide, click on a specific activity to open up a section where you and your Mentor can leave comments and chat with each other about your progress. You can also add a due date and assign it to a specific goal.

To add the activity to a specific goal, click on the target icon located right under the title of the Guide towards the top of your screen. This will prompt you to add the activity to a specific goal. When you complete all the activities inside a Guide, you will be awarded a badge to celebrate your achievement.

Similar to the Goals section, you can add your own activities to each Guide by clicking into it, clicking on a badge, and then clicking “Add activity” on the right-hand side. Here, you can enter the activity’s name, due date, assign it to a goal, and add a description. Remember to keep track of the Guides you want to highlight by clicking on the thumbtack icon on the bottom right side of the Guide to pin it to the top of your Guides screen.

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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