Edit several goals at once
Select goals and change their owner, team, time period or parent together, or archive, clone or delete them.
Select goals in a list to change them in one go.
Change selected goals #
- Open a goal's ⋯ menu and choose More actions, then Select. Or press X on a row.
- Tick more rows. Shift-click selects a range.
- In the toolbar at the bottom, stage changes: Owner, Scope, Time period or Align to.
- Click Apply.
Success check
Every selected goal shows the change. Goals that no longer match the view's filters leave the list.What the toolbar can do #
- Stage and apply: Owner, Scope, Time period, Align to, Archive and Unarchive.
- Flip Clone to copy the selection instead. See Clone a goal.
- Delete runs at once, after a confirmation. See Delete a goal.
- Status, score, tags, name, description, target, privacy and tracking method can't be changed in bulk. Change them one goal at a time (see Edit a goal).
Press Esc to clear the selection. More detail is in Edit several goals at once.
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Related
- Edit a goal
Change a goal's title, description, owner, team, time period, target or other fields.
- Clone a goal
Copy a goal, with or without its sub-goals, for example to carry it into next quarter.
- Archive or restore a goal
Hide a goal you no longer need without losing its history, find archived goals, and restore them.
- 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.