How to Copy a Group Goal to an Individual Goal

How to Copy a Group Goal to an Individual Goal

🛠️ How to Copy a Group Goal to an Individual Goal

1️⃣ Navigate to the Group Goals page
Go to: Objectives > My Objectives module and open the Group Objectives tab.


2️⃣ Select the Goal to Copy
Click the three dots (⋯) next to the group goal you want to copy.
Select “Copy” from the menu.

3️⃣ Choose the Target Period and Owner
In the Copy Goal window:

  • For “Which active period do you want to copy the goal to?”, select the desired period.

  • For “Copy goal to whom?”, select “Your Name”.

Click Save, and voilà! The group goal is now your individual goal 💪


🎓 Notes:

  • If you are a Group Manager:

    • You can also copy the same goal to other groups as a group goal.

    • This allows you to align multiple groups with a single goal.


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