Bulk editing or deleting goals can save you time. Use the steps below to edit or delete records using the Bulk Operations option. 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.
These options are only available to Super users or Admin users.
Bulk Delete
1. Navigate to Goals > ALL Goals. From this list view select the Bulk Operations icon.
2. Select the appropriate records and select Bulk Delete (located on the far right).
3. 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.
4. Check the confirmation option select Delete.
Bulk Edit
1. Navigate to Goals > ALL Goals. From this list view select the Bulk Operations icon.
2. Select the appropriate records and Bulk Edit option (located on the far right).
3. 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.
4. Review your edits in the confirmation window and select Proceed.
If you made these changes by mistake, you can UNDO these changes using the banner message option until you refresh the page. If you need to restore the records from a Bulk Edit or Bulk Delete after you refreshed the page, reach out to customer support for assistance.