---
title: "How to Manage Coaching Goals in the Client Portal"
url: "https://coachvantage.productfruits.help/en/article/how-to-manage-coaching-goals-in-the-client-portal"
language: "en"
last_updated: "2025-08-07T17:02:03.405Z"
---

# How to Manage Coaching Goals in the Client Portal

Learn how to create and manage your goals as part of your coaching journey

[Embedded content](https://www.youtube.com/embed/mBNVvkn_r1g)

## **Overview**

Setting **Goals** and objectives are an important part of your coaching journey. You have the ability to create your own goals or to update the status and progress of goals that your Coach has sent you.

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**To View a Coaching Goal:**

1.  Go to **Coaching Programs** on the left menu**.**
2.  In the **In progress** tab, click on the desired program.
3.  It will bring you to the program management page.
4.  Click on **Goals** to view your goals.

![](https://cdn-assets.productfruits.com/4d9d0035-2528-4d70-ad49-7f2da55e04aa)

![](https://cdn-assets.productfruits.com/e861639b-256d-4de9-a906-b8d75e82669f)

**To Create a Coaching Goal:**

1.  Click on the **Goals** ribbon in the sub-menu to open the Goals page.
2.  Click the **Create New Goal** button to set up a new goal for yourself.
3.  Enter **Name, Description** (optional) and **Due Date** (optional) of the goal.
4.  Click **Save.**

![](https://cdn-assets.productfruits.com/d5e0ac6c-2948-4f80-b398-ba2c8be84111)

![](https://cdn-assets.productfruits.com/bf8ead55-7181-4d15-9dcc-ee5549f12aca)

Once a **Goal** is created, it will be automatically displayed in both yours and your Coach’s program management page, on the **Active Goals** tab.

An **email notification** will be sent automatically to your Coach whenever you create a goal.

![](https://cdn-assets.productfruits.com/d8c7f796-5df2-4426-94e1-9ed7a644ca95)

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## **Create Milestones🏅**

You can optionally add **Milestones** to goals. This allows you to break down a high level goal into smaller steps (or milestones) that you need to complete before the high level goal itself is marked as Completed.

**To Create Goal Milestones:**

Select a **Goal** and then click on **+Milestone**. 

![](https://cdn-assets.productfruits.com/909a0b3d-5196-4307-a36b-dd1fde29faa6)

![](https://cdn-assets.productfruits.com/1566ee0c-193c-4989-8e7b-4edd0128f87f)

A pop-up window will open to add the **Name** and **Due Date** (optional) for the Milestone.

![](https://cdn-assets.productfruits.com/0fabbf51-393a-491c-9b99-fe0d18164828)

Select the **Pencil Icon** to edit a milestone or click the **Trashcan Icon** to delete it.

![](https://cdn-assets.productfruits.com/73ba5e20-b35a-40cc-a2a0-19e68219557e)

To mark a **Milestone** as completed, simply check the checkbox on the left-side of the Milestone.

![](https://cdn-assets.productfruits.com/1e47e075-8866-4362-97c1-646e4a258251)

As milestones get checked off as Completed, the **Milestone Completion Bar** progresses automatically and displays the **percentage completion** of all milestones.

![](https://cdn-assets.productfruits.com/fc2fa116-da73-4035-a19d-702db2b50fea)

If you wish to mark a milestone as **Not Completed**, you can simply uncheck the checkbox by clicking on it again. This will move the milestone progress bar back to reflect the new percentage completion of all milestones.

Your coach will receive an automated email notification each time a new milestone is added. The image below depicts the email that they will receive.

![](https://cdn-assets.productfruits.com/409fbbe0-393c-4954-85b6-7c72929d11f2)

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## **Editing & Deleting Goals 🖊️**

To edit or delete a goal:

1.  Click on the **3-dot button menu** at the right-hand side of the Goal line and select **Edit** to open the Edit Goal window.
2.  You will be able to edit the **Goal Name, Description, and Due Date** of the goal.
3.  To delete a goal, click on the 3-dot button and select **Delete.**

![](https://cdn-assets.productfruits.com/5de9d538-7db2-4dd8-9d5c-c2ba237e1423)

When a goal is deleted, it will be **automatically removed** from the program management page of both you and the coach.

An **email notification** will be sent automatically to your Coach whenever you edit or delete a goal.

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## **Changing Goal Status 🚥**

When a goal is first created, its default status will be **Not Started**. You or your Coach can easily change the status of a goal to **In Progress** or **Completed**, as you progress through the goal.

To change a goal status:

1.  Once a goal has been created, simply click on the **Goal** name to view the goal details.
2.  The **Goal** **Status** can be manually changed from the drop down button by selecting one of these status options: Not Started, In Progress or Completed.

![](https://cdn-assets.productfruits.com/6386d402-1ba6-4c5d-9f03-96a934a31579)

Automated **email notifications** will be sent to you and your coach whenever a goal's status has been changed.

![](https://cdn-assets.productfruits.com/900c3161-e272-48c3-ba4d-942f3be0f734)

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## **Completed Goals 💯**

When a goal is marked as completed by you or your Coach, it will be automatically moved to the **Completed** tab.

To view all completed goals, simply click on the **Completed** tab.

You have the ability to edit completed goals by clicking on the **3-dot button menu** to edit or delete a completed goal.

![](https://cdn-assets.productfruits.com/81a0aab7-1739-430d-ba4f-50172dc777e1)