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Tracking a client's past performance is helpful so you know whether a client is heading in the right direction of their goals or not.

To track a client's past performance for a task, two things must happen:

1. The task must have been added to the task library when it was developed.
2. The plan has to have been completed for the client.

From the client's dashboard, click the Past Performance button.

From here, you'll be able to see all of the tasks that have been tracked so far, including the last performed date and result.

Under the column Actions, click the graph icon for the task you'd like to see more details for.

On this page, you'll be able to see the client's details for that task, including:

• Results from the first time they completed the task
• Results from the last time they completed the task
• The date of each time the task was completed
• Results for each time it was completed
• The name of the plan the task was in

If you want to see the plan that the task was a part of, click the dumbbell icon to see the client's view of that plan and the results from that plan.