Summary
Goals change — targets get revised, ownership shifts, and actions get added mid-quarter. This article covers how to edit goals in Brev and how to manage the Actions that live beneath them.
Editing a Goal
You can edit any goal you own (or any goal if you're a workspace admin). Here's how:
From the Detail View:
1. Open the goal by clicking its title.
2. Click Edit (pencil icon) in the header, or click directly on any field you want to change.
3. Make your updates.
4. Click Save.
From the Goals List:
1. Hover over the goal row.
2. Click the ⋮ menu on the right.
3. Select Edit.
4. Make your changes in the slide-out panel.
5. Click Save.
Changes are logged automatically in the goal's check-in history with a "field updated" entry.
What You Can Edit
Almost everything is editable mid-quarter:
⚠️ Note: Editing a target value mid-quarter is valid but should be intentional. If you lower the target to make the goal easier to hit, Goal Coach will flag it. If you raise it because you're significantly outperforming, that's a different story. Add a comment explaining the change.
Revising Targets Mid-Quarter
Sometimes a target was set with wrong data, or circumstances change dramatically. If you need to revise:
1. Open the goal.
2. Click Edit on the Target value.
3. Enter the new target.
4. In the commentary field, explain why the target changed. ("Q2 budget cut 20%, adjusted pipeline target accordingly.")
5. Save.
The revision is visible in the check-in history. The progress chart will show a dotted line at the original target for reference.
Pro tip: Revising a target is not a failure. Markets shift. Acquisitions happen. Budget changes. What matters is that you document why — this is what separates honest OKR practice from gaming the system.
Managing Goal Actions
Actions are tasks that support a goal. They live in the Actions section of the goal's Detail View.
Adding an Action:
1. Open the goal.
2. Scroll to Actions.
3. Click + Add Action.
4. Fill in:
Title — What needs to happen
Owner — Who does it
Due date — When it needs to be done
1. Click Save.
The action appears in the goal's Actions list and in the owner's personal task dashboard.
Editing an Action:
1. Click the action title to open it.
2. Edit any field inline.
3. Changes save automatically.
Completing an Action:
Check the checkbox next to the action title. It moves to the "Completed" section and is logged with a timestamp.
Deleting an Action:
Click the ⋮ menu on the action and select Delete. Deleted actions are removed from history. Archive if you want to keep the record.
Bulk Editing Goals
To edit multiple goals at once (useful for end-of-quarter cleanup or reassignment):
1. Go to the Goals view in List mode.
2. Check the boxes next to the goals you want to edit.
3. Click Bulk edit in the toolbar.
4. Options include: reassign owner, change time period, change status, archive.
5. Apply and save.
Pro tip: Use bulk edit at the start of each quarter to close out last quarter's goals and adjust owners if your team structure changed.
Archiving vs. Deleting Goals
Archive: Hides the goal from active views but keeps the full history. Use when a goal is no longer relevant but you want to preserve the record.
Delete: Permanent. Only use for goals created in error. Deleted goals cannot be recovered.
To archive:
1. Open the goal.
2. Click ⋮ menu → Archive.
3. Confirm.
Archived goals are accessible via the "Show archived" filter in the Goals view.
More questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.