Goals are configured using a tree or outline format, where branches, or indentations reflect dependencies.
1.
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New records are added by selecting Add from the right-click menus associated with any one of the view workspaces
or, click Add from the Ribbon Control
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2.
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New records are identified as either a 1) Header, 2)Goal or project, an 3) Action Plan step, or a 4) Task, each with their own icon
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3.
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Best Practice: Build a goal plan by entering the objective, then at the next indent level enter the primary Action Plan steps, then Tasks entered one level of indentation in from Action Plan steps
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4.
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Trees or outlines of rows/records are collapsed or expanded by clicking on the – or + symbol .
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5. Use the "Promote" and "Demote" buttons to move the record up or down the tree.
Adding Goals
1.
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Right-click on any one of the Views
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2.
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Click the Add icon on the Ribbon Control 
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3.
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The Add Record window will be displayed
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4.
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Select the record type
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5.
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Complete the pertinent information in the Goal Details window
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