Edit Goals

How do I edit a Goal on a Dashboard?

How do I edit a Goal through My Goals tab?

How do I edit a Goal through the Manage Grid?

How do I export Goal data?

Edit Goals

After a Goal has been created, you can update the following information:

• Name
• Description
• Visibility
• Category
• End Date
• Target Value

Changes to any other fields, such as Participants, Start Date, or Metric cannot be made after creation and will require a new Goal to be made.

Edit a Goal on a Dashboard

1. Access the respective Dashboard and click the Goals tab.

2. Click the " " icon in the upper right corner of the Goal and select Edit.

To Delete a Goal

Click the Delete button seen above, and then click Confirm when prompted.

3. Make appropriate updates, and click the Update Goal button.

Edit a Goal through the My Goals Tab

1. Open the left navigation and click Goals > My Goals.

2. To locate the Goal you wish to edit, click the Filters icon to slide out the filter menu.

The filter menu allows you to search for a Goal by Goal Name, Association, Status, Progress, or Time Frame.

3. Click the " " icon on the appropriate Goal and select Edit.

Delete a Goal

Click the Delete button seen above, and then click Confirm when prompted.

4. Make appropriate updates, and click the Update Goal button.

Edit a Goal Through the Manage Grid

1. Open the left navigation and click Goals > Manage.

2. To locate the Goal you wish to edit, click the Filters icon to slide out the filter menu.

The filter menu allows you to search for a Goal by Goal Name, Owner Hierarchy Level, Status, Progress, or Time Frame.

3. Click the " " icon on the appropriate Goal and select Edit.

Delete a Goal

Click the Delete button seen above, and then click Confirm when prompted.

4. Make appropriate updates, and click the Update Goal button.

Export Goals

Export a Single Goal

Click the " " icon on the appropriate Goal and select Export to download the goal data into a .xlsx file.

Bulk Export Goals

Within the My Goals tab or the Manage Goals view, click the Export Goals button at the top of the page to download a .xlsx file of the goal details in the list. Use the filters to narrow your results as needed before exporting.