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Managing Bulk Goals and Templates: A Step-by-Step Guide for Admins

As an admin, create goal templates and bulk goals to easily assign a goal to multiple employees in your organization. 

In this article: 

Overview

As an admin, create goal templates and bulk goals to easily assign a goal to multiple employees in your organization. This is especially useful if an identical goal is being sent out to a number of your employees. 

Access & Navigate Bulk Goals

As an admin, to access Bulk Goals: 

  1. Click and expand Administration in the left-hand navigation menu 
  2. Click Goals
  3. Click Bulk Goals

Templates Library

Templates are required to assign goals to multiple employees.

On the Bulk Goals landing page, the Templates Library tab allows you to view, manage, and create new templates for Bulk Goals.

Each row represents a bulk goal template and includes details such as the date of the last update, goal type, privacy, etc. 

The Assigned column indicates the number of times a bulk goal template was used when creating and assigning users to a bulk goal. 

The Goals column indicates the number of users who are assigned the bulk goal.

Create a New Bulk Goals Template

Goals assigned to multiple employees first require a goal template.

Learn how to create a template here:

Edit a Bulk Goals Template

If a Bulk Goals template needs to be updated, you can make changes to the title, description, privacy settings, key results, and more.

Just follow these steps to apply your updates:


Note: Editing a template does not impact past or current goals that used the template

How to Create Bulk Goals

Creating assignments, also known as Bulk Goals, allows Admins to quickly assign Goals to multiple team members. 

Learn how to assign Bulk Goals to multiple team members at once:

Hidden Assignments

If an Assignment, or a Bulk Goal, doesn't need to be visible in the Assignment tab's list view, you can hide the Assignment to organize the list view.

Learn how to hide and unhide Bulk Goals:


Edit a Bulk Goal

You can change the title, description, date, privacy setting and more of a Bulk Goal.

Follow these steps to edit a Bulk Goal:

      Update Progress on Bulk Goals

      You can easily document progress toward completing a Bulk Goal in bulk, saving time and effort.

      Learn how to update progress on a Bulk Goal here:

      Complete or Delete Bulk Goals

      Easily delete or mark Bulk Goals as completed in a single action to minimize manual effort.

      Learn how to do so below: