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How do I manage my team members’ goals from the admin panel?

As an admin, you can create, edit, update progress, and delete goals individually right from the goal management screen, without having to rely on each team member to do it themselves.

  1. Go to Goals and open the goal management screen.
Goal management screen in Admin
  1. To create a goal, click Create goal and fill in the required information.
  2. To edit, update progress, or delete an existing goal, select it from the list and choose the desired action.
Available actions for a goal: edit, update progress, or delete
  1. Save your changes to update the goal.

These actions are performed individually for each goal. To upload multiple goals at once, check out how to do a bulk goal upload.

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