Clone a goal
Copy a goal, with or without its sub-goals, for example to carry it into next quarter.
Cloning makes fresh copies of goals: same fields, no check-ins, progress reset. The originals stay as they are.
Clone goals into another period #
- Select the goals: open a goal's ⋯ menu, choose More actions, then Select, and tick the rest.
- In the toolbar, stage Time period and pick the new period.
- Flip the Clone toggle, then click Clone….
- To copy the sub-goals too, turn on Include subgoals. It shows only when the goals have sub-goals.
- Click the button that counts the goals, such as Clone 3 goals.
To copy one goal as it is, choose Copy, then Clone in its ⋯ menu.
Was this page helpful?
Related
- Close out a quarter or time period
End-of-quarter steps: refresh tracked values, score your goals, carry goals forward into the next period, and make it current.
- Edit several goals at once
Select goals and change their owner, team, time period or parent together, or archive, clone or delete them.
- Create a goal
Add a new goal (an objective tracked as a percentage) with its owner, team, time period and parent.
- Goals: the complete guide
Every rule for goals in one place: progress, status, tracking, roll-up, weights, alignment, scoring, closing a period, and editing or deleting goals.