---
schema_version: "1"
id: 1a11009ee8466081545aded1fe83b26f278ddd63b10f57589785304e08623a2e
title: Manage Career Planning and Life Goals Experience on the Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_manage_career_planning_life_goals_experience_portal.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_career_planning_life_goals_experience_portal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: afe5ee6a7e00dd914b30f84caefa04f46b52d461cee65e7597861e352f9d9d7a
description: After Charlie saves the configuration, the career planning and life goals experience for students appear on the portal. Sophia logs in to Connected University's student portal and goes to the Career Planning and Life Goals page to manage her goals and plans.
products:
  - Education
release: "264"
---
# Manage Career Planning and Life Goals Experience on the Portal

After Charlie saves the configuration, the career planning and life goals experience for students appear on the portal. Sophia logs in to Connected University's student portal and goes to the Career Planning and Life Goals page to manage her goals and plans.

![The students manage their goals and plans.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_goals_student_flow.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note This example uses common portal configurations and field values. Customize these settings to meet your institution's needs.

1. Go to the Assessments tab. The tab shows Assessment Library (all assessments published to the portal) and Student Assessments (in-progress and completed assessments) sections.
2. Select the Strengths Snapshot assessment and answer the questions.
    
    | Field | Value |
    | --- | --- |
    | Which words would your friends use to describe you? | I love surprise projects |
    | How do you prefer to learn a complex topic? | I need video tutorials |
    | How do you prefer to work? | I love working as a team |
    
    After submitting, the assessment appears in the Student Assessments component, the Completed tab. Sophia can review responses at any time and retake the assessment as preferences evolve.
3. Go to the Involvement Groups and Competencies tab, click **Find Involvement Groups** to browse the campus group library. Sophia can see each group's description, type, category, whether it’s university-sponsored, already a member, and whether self-enrollment is available. Sophia selects **The Ink Society** and reviews the group detail page. Sophia sees the competencies that students can earn by joining.
4. Add Creative Thinking as an interested competency.
    
    | Field | Value |
    | --- | --- |
    | Competency | Creative Thinking |
    | Stage | Interested |
    | Start Date | Today |
5. Join The Ink Society by adding involvement. Sophia can only join groups that are open for self-enrolment.
    
    | Field | Value |
    | --- | --- |
    | Involvement Group | The Ink Society |
    | Start Date | Today |
    | Involvement Level | High |
    | Role | Member |
    | Membership Status | Active |
    
    After saving, The Ink Society appears in Sophia's **Involvement Groups and Competencies** list and Creative Thinking appears in the **Interested** tab of the **Student Competencies** component.
6. Go to the **Goals** tab. In the **Student Competencies** component, update the Public Speaking competency to reflect the progress made.
    
    | Field | Value |
    | --- | --- |
    | Competency | Public Speaking |
    | Stage | Acquired |
    
    After saving, Public Speaking moves from the **Interested** tab to the **Acquired** tab.
7. Add the first life goal.
    
    | Field | Value |
    | --- | --- |
    | Name | Become a Successful Entrepreneur |
    | Description | Build the skills, network, and experience needed to open my own business |
    | Start Date | Today |
    | Target Completion Date | 3 years from today |
    | Status | In Progress |
    
    After saving, the goal appears in Sophia's goals list. Sophia can go to the goal to view open and completed tasks and add new tasks to track progress.