Step 2: Add Your Goals


Once you have your list of students, you will want to add their goals.

  1. Click on a student’s name on the Caseload page.
  2. Click the “Add Goal” button.
  3. Enter your goal.
    • Option 1: Search the goal templates to quickly enter a goal.
    • Option 2: Copy and paste the goal from your IEP. Press Enter to save the goal.
  4. Click “Save” to save your changes.

Voila! Your caseload is ready to go!