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?
Edit Goals
The Creator of a Goal is able to edit all Goals they create even if they lack a level of "Goals: Edit" permission.
The respective level of the "Goals: Edit" permission will control which Goals you are able to edit.
Can Edit All Goals or Can Edit Goals for Subordinate Users/Groups.
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.
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