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Goals
The outcomes the participant is working towards, with progress and target dates.
Last updated · 10 November 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.
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
Mavis’s saved goal appears in the list. Open the row for the full text; the list is a preview.
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 | Context, planned support and a short progress explanation; workers’ shift records remain in Progress notes |
For example, enter Goal “Walk to the local cafe once a week with support and rest breaks as needed.”, choose In progress once work has begun, and set the agreed Target date within the current agreement. Use Notes to explain the next step, such as using the quieter route and checking uneven footpaths. A date is a target, not a booking.
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
Mavis’s goal opened for review. Read the full fields, then use Save goal below the form when you make a change.
Save the goal
Select Add goal to save a new one, or Save goal when editing.
The Target date cannot fall after the participant’s service agreement ends. Pick a later date and saving shows Target date is after the service agreement ends (<date>).
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.
Share goals with a worker
A participant’s goals can be included in the care information shared for a shift. In the shift’s sharing controls, select Goals when the worker needs that context. Sharing is chosen for the shift, so recording a goal here does not automatically expose every goal on every worker’s phone.
Review the selected information alongside risks, preferences and other care details before publishing. See Create a shift.
Review and correct a goal
You need Participants edit access to add a goal or change its progress. Agree the wording with the participant first. For example, “Walk to the local cafe once a week with support and rest breaks as needed.” is more useful than “Community access”, because it identifies the intended outcome.
After saving, check the goal text, Progress and Target date in the list. Select its row to correct the wording or notes, then select Save goal. Use the inline Progress choice for a progress-only change and wait for it to save.
If the target date is blocked, compare it with the saved agreement end date and choose the true supported date. If the form is read-only, ask the workspace owner to check access. To remove a goal, use Delete goal in its editor, select Delete in the confirmation and confirm only after checking the goal.