Role Access: Admin or Super Users
Bulk editing or deleting goals can help streamline your workflow. Follow the steps below to quickly update or remove multiple records at once using the Bulk Operations feature.
Important Note: Some organizations may decide to rename the Goals application to OKRs, KPIs, or another option. In this case, the steps below will remain the same.
Bulk Delete
Bulk Delete
1. Navigate to Goals > All Goals List View.
2. From this list view select the Bulk Operations icon.
3. Select the appropriate records and select Bulk Delete (located on the far right).
4. Review the confirmation message. To reduce the risk of breaking the alignment with related records, not all goal records can be deleted using the Bulk Operation option. If this is the case, you will be notified in the confirmation message and have the option to take action individually.
5. Check the confirmation option select Delete.
Bulk Edit
Bulk Edit
1. Navigate to Goals > All Goals. From this list view select the Bulk Operations icon.
2. From this list view select the Bulk Operations icon.
3. Select the appropriate records and Bulk Edit option (located on the far right).
4. Using the pop-up window, select the appropriate fields you would like to change. Note: Use "Keep Existing" for all fields you do not want to update.
5. Review your edits in the confirmation window and select Proceed.
If you made changes by mistake, you can cancel them using the "Undo" option in the banner message, but only before refreshing the page. After you refresh, you won’t be able to undo the changes. If you need to restore records from a Bulk Edit or Bulk Delete after refreshing, please contact Customer Support for assistance.