Support Articles

How to Customize the Goal Manager

Written by Folio Support | Jul 10, 2026 2:39:48 PM

Through the Goal Manager Menu, myFolio Admin can set welcome language and instructions for Goal Setting. 

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. Once saved, this information appears at the top of the Goal Creation page for all users.