Use this article to manage a goal after it exists in Workleap: edit its fields, duplicate it as a starting point for a new one, archive it when it's done or dropped, or delete it. The goal's creator, its owner, Executives, and Collaborators can do all of this; contributors can only post progress updates.
Who can use it: the goal's creator, its owner, Executives, and Collaborators. Direct Managers and Employees have no rights on a goal unless they hold one of these roles on it.
Before you start
You are logged in to the new Workleap experience, and the goal is open on its page.
Edit a goal
Editing a goal covers every field at once: name, description, dates, owner, contributors, type, visibility, parent goal, and how progress is measured.
Open the goal and select Edit goal at the top right.
Change what you need. A draft accepts anything; a published goal is checked on every save: it needs a name, an owner, valid dates, and complete measurements or consistent sub-goal weights.
Save. The goal page shows the new values, and the change appears in Activity with what it was before.
Changing the owner of a published goal sends nothing to the new owner; tell them yourself. When you add people or teams as contributors, the same assignment rules apply as at creation (see Who can see and edit a goal?).
Duplicate a goal
Duplicating a goal creates a new draft from it, so you can reuse its structure for a new period or another person. Where available, the action is in the goal's … menu.
Open the goal, select the … menu at the top right, then Duplicate goal.
The copy keeps the owner, description, start and end dates, visibility, progress tracking method, parent goal, type, and contributors. Measurements are copied and reset to their start value.
The copy is a Draft you created, named after the original with (copy) added. It has no progress, no progress history, and no sub-goals; the original's sub-goals stay attached to the original.
Publish the copy like any goal. As its creator, you are the only one who can.
Note: Duplicating goals is being rolled out gradually. If you don't see the action, it isn't enabled for your organization yet.
Archive or unarchive a goal
Archiving closes a goal that is completed or discontinued while keeping its history and the date it was archived.
Open the goal, select the … menu at the top right, then Archive goal.
The goal leaves the active lists. Set the State filter on a goal list to Archived to show it again.
To bring it back, open it and unarchive it. The goal returns to Published.
An archived goal takes no progress update, but it still counts in a parent's automatic roll-up. Archiving an organization goal also means the goals aligned under it no longer count as aligned to a company objective.
Delete a goal
Deleting removes the goal from every list. Its activity history is kept for audit, with a final entry recording its last state, but the goal itself can't be opened again.
Open the goal, select the … menu at the top right, then Delete goal.
Confirm. The goal disappears from your lists.
Important: Deleting can't be undone. If you may need the goal later, archive it instead.
Limitations and workarounds
Contributors can't edit. They see the goal and post updates. To let someone change the goal, make them its owner.
Only the creator publishes. Editing a draft doesn't let you publish it. See How do I create and publish a goal?
Type change and parent. You can't change a goal's type to one that no longer fits its parent. Unlink the parent first, or pick a compatible one in the same edit.
Employees can't turn a goal into an organization goal, even on a goal they created.
Related
How do I create and publish a goal?
How do I update progress on a goal?
How do I align a goal to a team or company goal?
Who can see and edit a goal?