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How can I remove custom goals that I no longer use?
How can I remove custom goals that I no longer use?
Katie avatar
Written by Katie
Updated over 2 months ago

You may have noticed that you cannot delete a custom goal if it is linked to a student, even if that student is no longer on your caseload. Well, you can now "archive" goals in your custom goal bank that you no longer wish to view! This will help to clean up your goal bank so that you have quicker access to the custom goals you are currently using. Here's how you can do this:

Click on the Goals tab within any student’s Caseload profile. Click the “Add Goal” button to pull up the goal modal.

Filter your custom goals by selecting a category from the dropdown. Now select the “Archive” button to hide a goal from your list.

Change your mind? Simply click the “Show Archived” checkbox to pull the hidden goals back up. Then, click the “Unarchive” button.

If you need any help with adding custom goals, you can check out this article!

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