How to edit, archive, or delete Goals and Subgoals?

Editing Goals and Subgoals

You can edit existing Goals and Subgoals if information such as the title, description, or timeline needs to be updated.

To edit a Goal or Subgoal:

1. Open the Goals Dashboard.

2. Locate the Goal or Subgoal that you want to edit.

3. Hover your cursor over the Goal or Subgoal. A three dots menu icon will appear.

4. Click the three dots icon and select Edit Goal or Edit Subgoal.

Alternatively:

1. Click directly on the name of the Goal or Subgoal.

2. On the details page, select Edit Goal or Edit Subgoal.

After opening the editing form, you can modify the following fields:

• Name

• Description

• Start Date

• Due Date

• Attachments

• Progress Update Method (only available when editing a Group Goal)

•  Weightage (only available when editing a Subgoal)

The following fields cannot be edited after the Goal or Subgoal has been created:

• Goal Type

• Assignees
   

Weightage editing tip:

Weightage for Subgoals can also be adjusted from the Parent Group Goal view.

1. Open the Parent Group Goal from the Goals Dashboard.

2. Above the Subgoal list, click Manage Weight.

3. Adjust the weight values as needed.
   
   

After making your changes, click Save to apply the updates

Archiving and Unarchiving Goals and Subgoals

Archiving allows you to remove outdated or inactive Goals and Subgoals from the main dashboard without permanently deleting them. Archived items can be restored later if needed.

To archive a Goal or Subgoal:

1. Open the Goals Dashboard.

2. Locate the Goal or Subgoal you want to archive.

3. Hover over the item until the three dots menu icon appears.

4. Click the three dots icon and select Archive Goal or Archive Subgoal.
   
   

Alternatively:

1. Click on the name of the Goal or Subgoal.

2. Select Archive Goal or Archive Subgoal from the available options.

3. Confirm the action by clicking Archive.
   
   

Once archived, the Goal or Subgoal will be moved to the Archived Goals section.

To unarchive a Goal or Subgoal:

1. Open the Archived Goals tab.

2. Locate the Goal or Subgoal you want to restore.

3. Hover over the item until the three dots menu icon appears.

4. Click the three dots icon and select Unarchive Goal or Unarchive Subgoal.
   
   

Alternatively:

1. Click the name of the archived Goal or Subgoal.

2. Select Unarchive Goal or Unarchive Subgoal.

3. Click Unarchive to confirm.
   
   

The item will return to the active Goals Dashboard.

Video instructions are available below:

Deleting Goals and Subgoals

Deleting a Goal or Subgoal permanently removes it from the system. This action cannot be undone.

To delete a Goal or Subgoal:

1. Open the Goals Dashboard.

2. Locate the Goal or Subgoal you want to delete.

3. Hover over the item until the three dots menu icon appears.

4. Click the three dots icon and select Delete Goal or Delete Subgoal.
   
   

Alternatively:

1. Click on the name of the Goal or Subgoal.

2. Select Delete Goal or Delete Subgoal from the available options.

3. Confirm the deletion when prompted.

After confirmation, the Goal or Subgoal will be permanently removed from the system.

Video instructions are available below: