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Goals

The outcomes the participant is working towards, with progress and target dates.

Last updated · 3 July 2026

The Goals tab tracks the NDIS goals the participant is working towards, so support stays focused on outcomes and you have evidence for plan reviews.

Open the Goals tab

Open the participant, then select the Goals tab. Select Add goal at the top right. Existing goals appear in a table.

The Goals tab with an Add goal button at the top right and an empty state reading No goals added yet. 1
1 Add goal opens the goal form.

Fill in the goal

| Field | Required | Notes | | --- | --- | --- | | Goal | Yes | The outcome the participant is working towards | | Progress | No | Not started, In progress, On track, Needs review or Achieved | | Target date | No | When it is aimed to be met | | Notes | No | Progress notes and supporting evidence |

Save the goal

Select Add goal to save a new one, or Save goal when editing.

Once a goal is in the list, you can change its Progress inline from the row dropdown without opening it. The list also shows the Opened date and the Target date. Keep the progress and notes current, since this is what plan reviews and reporting draw on.