You can Edit/Update the created Goals allowing the adjustments due to changing priorities, new information, progress tracking, or occasional errors.
Note: A User will appropriate rights can perform this action. Learn More
To Edit/ Update the Goal,
- Access Goals from the left sidebar
- You will be redirected to the Listing Screen
- Hover over the Goal you wish to Edit, click on the Actions button and select Edit option
- Upon Editing you will be presented with the Goal's Set Up screen
- Here, you can make changes to the Goal Targets and the Associated Users / Teams
- In case you need to make changes or update the Goal Name click on the Previous option at the bottom left.
Note: Please note that you won't be able to edit any other details except the Goal Name on the Info screen
- You can update the notifications settings to when the goal is started, achieved, exceeded, or missed by clicking on the Next option on the Set Up screen
- Here, you can also update the default permission for contributors, whether they should be able to view other’s progress or not.
- Once the information is updated, click on Update to save the changes.
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