Editing a goal

You can edit the content of a goal, for example to adjust its due date or to add a measurement criterion. Your ability to edit a goal depends on your relationship to it and its current status:

This is an note/information message.

To edit a completed goal, you must first reopen it, if the goal type allows it. For more information, refer to Reopening a goal.

The platform offers the following options to open the edit page of a goal:

• From the My goals or Shared goals table, using the three-dot icon of the goal. If the goal is a draft, clicking its name in the table opens the edit page directly.

• From the goal page, using the Edit goal details button or the three-dot icon.

• From Planner > Goals, for managers editing the goals of their team members. See Accessing and managing a team member's goal plans for details.

Editing a goal from the goals table

To edit a goal from the My goals or the Shared goals table, proceed as follows:

1. Go to Passport > Goals. In the Goal category drop-down list, select My goals or Shared goals. Then, select a goal plan in the Goal plan drop-down list.

2. Locate the goal that you want to edit. To find it faster, you can enter its name in the Search bar.

3. Click the three-dot icon at the right of the goal row, and then click Edit goal details, as illustrated in the following figure:

   

   Edit goal details option in the goals table

   For shared goals, this option is Edit.

   The Edit goal page opens.

4. Edit the goal as needed. The sections of the edit page are the same as on the goal creation page. For more information, refer to Creating an individual goal.

5. Click Save & exit at the top right of the page. The goal is updated accordingly.

Editing a goal from the goal page

To edit a goal from its goal page, proceed as follows:

1. Go to Passport > Goals. In the Goal category drop-down list, select My goals or Shared goals. Then, select a goal plan in the Goal plan drop-down list.

2. Locate the goal that you want to edit. Click its name. The goal page opens.

3. Click Edit goal details in the Basic information section. Alternatively, click the three-dot icon at the top right of the page, and then click Edit goal details. The edit page of the goal opens.

4. Edit the goal as needed.

5. Click Save & exit at the top right of the page. The goal is updated accordingly.

   If your goal was rejected, click Submit again for approval instead of Save & exit. This way, you can save your changes and send the goal back for approval.

This is an note/information message.

Depending on the permissions defined in the goal type, some sections of a published goal can be read-only, for instance, the tags, the goal alignment, or the attachments.