Bulk Goal Management (admin)

Bulk Goal Archiving

One special option given to your Admin and Billing Admin roles is to archive goals in bulk. This feature is useful if you would like to archive multiple goals at the end of a quarter or year when a goals set for that time period are no longer valid.

To access the ability to archive goals in bulk, any Admin or Billing Admin can use the Bulk Actions toggle located in the upper right of the Company Goals List table. From there, checkboxes should appear that let you either select all goals at once or individual goals to archive. Once you have selected the goals you would like to archive, click the Archive button located underneath the Bulk Actions toggle.