Questions answered in this article:
- How do I set up smart trees?
- How can I add trees, branches, and leaves?
- How do I remove trees, branches, and leaves?
- Can I remove the default tree?
- What is the use of the “hide mastered” button?
View the instructional video(s) on this topic below:
- Smart Trees: Set up (4 min video)
Related articles:
- What is a smart tree?
- Editing and sorting your smart trees
- Adding a Session to your 3-step scheduler
Smart Trees in Therabyte are a simple, structured way to create and manage goals. They are organized into three main components:
- Trees: These represent broad categories such as programs, plans, themes, or domains.
- Branches: Branches are the objectives or long-term goals within a Tree.
- Leaves: Leaves are specific, short-term goals or tasks that fall under a Branch.
Set up and use Smart Trees for your clients
- Click the Client tab on the side menu under My Office at the top left corner of the screen.
- Select the client’s name to open their chart. Alternatively, click the magnifying glass icon on the top right to search for and open the client chart.
- Once in the client chart, go to the Trees tab to view or manage Trees, Branches, and Leaves.
- Default Tree
Each client has a default tree, migrated from the old goal system. If you prefer not to use it, you can create a new Tree.
Note: The Default Tree cannot be renamed or removed.
- New Tree
Click New Tree on the right side of the screen.
Then name the Tree in the pop-up window, then click Save.
- Add Branches
Click Add Branch on the right side of the screen under the Tree you created. Type a name for the Branch in the editable text box. For example, a Branch could be named Gross Motor Skills. Add as many Branches as needed.
Tip: For help organizing branches and leaves, check out the Editing and Sorting article. - Add Leaves
Under a Branch, click Add Leaf. Name the Leaf by clicking on its text field. For example, a Leaf under Gross Motor Skills could be named Climbing Stairs. Add as many Leaves as required.
Customize Your Trees, Branches, and Leaves
Click the three vertical dots beside any Tree, Branch, or Leaf to access the Setup options.
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Tree Setup:
- Copy the Tree to another client chart.
- Customize or share the Tree with a client or guardian.
- Delete the Tree (this removes all associated Branches and Leaves).
Branch Setup:
- Copy or duplicate the Branch to another client chart.
- View details like the number of Leaves, progress, and comments.
- Add tags for easy searching (if you upgrade to the Goal Bank feature).
- Share the Branch with a client or guardian.
- Delete the Branch.
Leaf Setup:
- Edit the progress and details specific to the Leaf.
- Share the Leaf with a client or guardian.
- Duplicate or delete the Leaf.
Save Your Work
- Click the Check button at the top of the page or scroll down to click Save.
- Close the client chart modal to finalize and ensure all changes are saved.
HAPPY GOAL SETTING! ?