Make a copy of a goal to save time when setting up a same or similar type of goal. Just like when creating a goal from scratch, you can choose to assign it to yourself, someone on your team, or anyone else.
Goals can be edited (including making a copy) on the Goals page.
On the Goals page every goal has an edit menu with the option to "make a copy" of that goal.
Make a copy of a goal under the My Goals, My Team's Goals, or In the Loop tab
In the card-view, click the 3-dot edit menu in the upper right corner of a goal:
In the list-view, click the 3-dot edit menu on the far right of the page:
Make a copy of a goal on a goal's detail page
Click the 3-dot edit menu in the upper right corner:
When copying a goal you can rename it, assign it to multiple people, and choose the data you want to keep
Once you click "make a copy" of a goal, a window will appear where you can:
Edit the name of the new (copied) goal
Decide who the goal should be assigned to (can be multiple people)
Choose if you want to keep all associated action items
Choose if you want to keep the same dates
Your new goal(s) will then show up on your My Goals, My Team's Goals, or In the Loop page tab:
Have questions? Or feedback? Send us a chat. We'd love to help!