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How do I edit a Company Goal or Team Goal?

Change the information, values or alignment of an existing goal.

Company Goals and Team Goals are edited the same way, from the team the goal belongs to.

Edit a goal

  1. Go to My Teams and select the team.

  2. Go to Overview.

  3. Find the goal you want to edit and click the three-dot menu.

  4. Click Edit.

What you can change

  • Basic info: title, description, report interval, start and end date, unit, and start and end value.

  • Goal adjustment: adjust the goal value for individual periods.

  • Alignment: connect the goal to another goal it supports, or remove an existing connection.

Click Update when you are done.

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