--- title: How to Create a Goal Template description: Learn how to create and customize Goal Templates in myFolio to streamline the goal-setting process for your school’s practices. --- [![Folio Site Logo 250 x 100 px](https://blog.foliocollaborative.org/hs-fs/hubfs/Folio%20Site%20Logo%20250%20x%20100%20px.png?width=175&height=70&name=Folio%20Site%20Logo%20250%20x%20100%20px.png "Folio Site Logo 250 x 100 px")](https://foliocollaborative.org/) [![Folio Collaborative company logo](https://blog.foliocollaborative.org/hs-fs/hubfs/Logos/Folio_ColoronTrans_Full%20lockup%20horz.png?width=1801&height=1500&name=Folio_ColoronTrans_Full%20lockup%20horz.png "Folio Collaborative company logo")](https://foliocollaborative.org/) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. - [Speak with an expert](https://meetings.hubspot.com/alaena1/consultation-call) - Solutions - [Our Approach](https://foliocollaborative.org/our-approach) - [Platform](https://foliocollaborative.org/solutions) - [Professional Learning](https://foliocollaborative.org/professional-learning) - [Research](https://foliocollaborative.org/the-state-of-faculty-growth-in-independent-schools) - [Events](https://45568612.hs-sites.com/folio-events) - [Resources](https://blog.foliocollaborative.org) - [Newsletter](https://info.foliocollaborative.org/the-folio-quarterly-professional-growth-delivered) - [Members](https://foliocollaborative.org/member-schools) - About - [Board of Directors](https://foliocollaborative.org/board-of-directors) - [Advisory Board](https://foliocollaborative.org/advisory-board) - [Team](https://foliocollaborative.org/team) - [Company](https://foliocollaborative.org/about-2) - [Careers](https://foliocollaborative.org/about-2#careers) - [Contact Us](https://foliocollaborative.org/contact) # How to Create a Goal Template by [Folio Support](https://blog.foliocollaborative.org/support/author/folio-support)   |   Jul 9, 2026 Goal Templates enhance the Goal Setting Process by allowing users to customize the Goal Form to your school's practices. Any number of Goal Templates can be created. Through the Goal Manager Menu, myFolio Admin can set welcome language and instructions for Goal Setting.  [Goal Templates](https://biteable.com/watch/4434505/43cfcb74a9aa30c8d37ad89fd4f17add) on [Biteable](https://biteable.com). ### How-to Customize the Goal Manager The myFolio Goal Manager allows you to create customized instructions for users when creating their goals. To access the Goal Manager, click "Manage" then "Goal Manager." ``` ```   In the Goal Manager, write your custom Welcome Help Text in the provided text box. Click "Update" at the bottom of the page to save changes. ``` ``` ### How-to Add a Goal Template There are two ways to access Goal Templates on the myFolio platform. The first way is to access Goal Templates from the Goal Manager. Click "Manage Goal Templates" at the bottom of the Goal Manager. ``` ``` Goal Templates are also accessible directly from the Manage Menu. Click "Manage" then Goal Templates.  ``` ``` Within the Goal Template Manager, myFolio Admins can create, edit, and delete Goal Templates. To create a new template, click "New Goal Template." Then provide a title for the template and create the template in the Template Body box. Once you are finished, click "Create Goal Template." ![Screenshot 2025-08-19 at 12.18.55 PM-1](https://blog.foliocollaborative.org/hs-fs/hubfs/Screenshot%202025-08-19%20at%2012.18.55%20PM-1.png?width=714&height=537&name=Screenshot%202025-08-19%20at%2012.18.55%20PM-1.png)  ![Screenshot 2025-08-19 at 12.19.50 PM-1](https://blog.foliocollaborative.org/hs-fs/hubfs/Screenshot%202025-08-19%20at%2012.19.50%20PM-1.png?width=714&height=411&name=Screenshot%202025-08-19%20at%2012.19.50%20PM-1.png) ### How-to Use a Goal Template To use a Goal Template, create a new Goal by clicking "Add a Goal" from the Homepage or your Profile. ![Screenshot 2025-08-19 at 12.30.03 PM-1](https://blog.foliocollaborative.org/hs-fs/hubfs/Screenshot%202025-08-19%20at%2012.30.03%20PM-1.png?width=714&height=208&name=Screenshot%202025-08-19%20at%2012.30.03%20PM-1.png)   Title the goal and select the theme you would like to align the Goal to. Then select the Template from the Template drop down menu. ![Screenshot 2025-08-19 at 12.30.46 PM](https://blog.foliocollaborative.org/hs-fs/hubfs/Screenshot%202025-08-19%20at%2012.30.46%20PM.png?width=1371&height=598&name=Screenshot%202025-08-19%20at%2012.30.46%20PM.png) After completing the Goal Template and the remaining Goal fields, click "Create Goal." ![Screenshot 2025-08-19 at 12.34.47 PM](https://blog.foliocollaborative.org/hs-fs/hubfs/Screenshot%202025-08-19%20at%2012.34.47%20PM.png?width=1349&height=568&name=Screenshot%202025-08-19%20at%2012.34.47%20PM.png)   #### About the author Folio Support [Follow me on my website](https://blog.foliocollaborative.org/support) [Follow me on LinkedIn](https://www.linkedin.com/company/foliocollaborative/) The team behind technical support to myFolio! Create a Support Request using this link: https://share.hsforms.com/1NC3Yt6naRIylsT4ofVlUHQr4oys Topics:   [Goals](https://blog.foliocollaborative.org/support/tag/goals) ,   [myFolio Admin](https://blog.foliocollaborative.org/support/tag/myfolio-admin) ### Related posts [Professional Development Approval Process](https://blog.foliocollaborative.org/support/pd-approval-process) [How to Submit Professional Development on myFolio](https://blog.foliocollaborative.org/support/how-to-submit-pd) [Setting Up the Professional Development Workflow](https://blog.foliocollaborative.org/support/professional-development-workflow) [Completing Your myFolio Profile](https://blog.foliocollaborative.org/support/completing-your-myfolio-profile) [Activity Log](https://blog.foliocollaborative.org/support/activity-log) [myFolio Reporting Dashboard](https://blog.foliocollaborative.org/support/reporting-dashboard) [myFolio Notifications](https://blog.foliocollaborative.org/support/myfolio-notifications) [Mindful Minute](https://blog.foliocollaborative.org/support/mindful-minute) [myFolio Student Survey Implementation FAQ](https://blog.foliocollaborative.org/support/myfolio-student-survey-implementation-faq) ©  2026 COPYRIGHT Folio Collaborative. All rights reserved.