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 Goals > Manage page?

How do I update future targets of repeating goals?

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
• Participants (can only be updated for repeating goals and changes will not be be applied to active goals, only future occurrences)
• Opting into reminder emails (repeating goals only)

Changes to any other fields, such as start date or metric cannot be made after creation and will require a new goal to be made.

Once a goal is marked "Complete", it can no longer be edited.

 

 

Edit a Goal on a Dashboard

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

 

2. Click the ellipses icon,  , 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. Click the Filters icon, , to access the filter menu.

Through the filters you can search for a Goal by Goal Name, Association, Status, Goal Type, Progress, or Time Frame.

 

3. Click the ellipses icon, , 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 Page

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 ellipses 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.

 

Update Targets of Repeating Goals

Since goals can be created to repeat and targets can change with time, it's important that each occurrence of a goal has up to date, current targets.

Edit Targets of Upcoming, Repeating Goals

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

 

2. Click on the Repeating tab.

 

3. Optionally, to locate the goal you need to update, 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.

 

4. Click the ellipses icon, ,  on the appropriate goal and select Update Targets.

Within the Update Targets modal, adjust targets for any upcoming goals.

Can I update the target of an active, repeating goal?

The targets of active or past goals will be locked with the repeating goal edit form. If you need to update a target of an active, repeating goal, go to the "All Goals" tab, locate the specific goal that needs a target updated, click the ellipses icon and Edit.

 

5. Update targets as needed and click Update Targets to save your adjustments.