Bulk Goal Management (admin)

Bulk Goal Management

As an Admin or Billing Admin, you have the ability to archive or mark goals as complete in bulk. These features are especially useful for cleaning up goals at the end of the year or when starting a new set of goals and need to remove outdated ones.

To access the ability to manage your goals in bulk, a 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 manage. Once you have selected the goals you would like to change, click the Complete or Archive buttons. You will be asked to confirm your choices before changes are saved.

Bulk completing goals will also let you leave an optional message on each goal's Activity Stream in a similar manner to when you mark an individual goal as complete in the Goal Progress screen.