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:
Related Articles
How to Create a Group Goal
?? How to Create a Group Goal Hello there! ?️ Want to bring a team together around a common purpose? That’s exactly where Group Goals come in! ? Let’s walk through how to create one — step by step. ? ? What Are Group Goals? Group goals work ...
How to Create a Goal Period
? How to Create a Goal Period Hello! Setting goals is one of the most important steps toward success ?. If you are an admin user, you can create a goal period. Here’s a step-by-step guide on how to do it ? ? Steps to Create a Goal Period 1️⃣ Go ...
How to Perform Bulk Goal Alignment
? How to Perform Bulk Goal Alignment Have you uploaded your bulk goals? Great! ? Now let’s take a few simple steps to align them. Let’s get started: 1️⃣ Navigate to Bulk Alignment Go to: Administration > Cycle Management Click the three dots (⋯) ...
Scoring Options When Creating a Goal Management Period
? Scoring Options When Creating a Goal Management Period When setting up a Business Goals period, the system offers several scoring methods you can choose from. Let’s go through them step by step ? 1️⃣ Creating a New Period Path: Administration > ...
How to View Your Goal Summary on the Homepage
? How to View Your Goal Summary on the Homepage 1️⃣ How to Access the Homepage Click the “F4e” icon in the top-left corner. Voila! You’ve landed in the central hub ? 2️⃣ What’s on the Homepage? Where to Look Everything is organized and visible on a ...