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Change the status, priority or category of many goals at once, or delete goals you no longer need. This guide is for MSP staff and Company users whose role has Manage access to Goals.

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Before you start

  • You need Manage access to Goals. With only Read, the table has no checkboxes and no Actions menu.
  • Set the company selector and table filters first.

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Change several goals

1

Select the goals

Tick the checkbox on each goal. The header checkbox selects only the goals on the current page.
2

Open Actions

Click Actions (n) in the page header. Check that the count is right.
3

Choose what to change

Pick Set Status, Set Priority or Set Category, then pick the value. For Set Category, None clears the category.
4

Check the result

Wait for the message, for example Updated status for 3 goals. The selection clears and the list refreshes.
The change applies as soon as you pick the value. There is no confirmation. Changing the status does not change progress. Filtering the table drops selected goals that no longer match the filter.

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Delete one goal

1

Open the row menu

Click … on the goal’s row and choose Delete Goal.
2

Read the confirmation

It names the goal and says its custom field values are deleted too.
3

Confirm

Confirm only if it is the right goal. Then check the list.

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Delete several goals

1

Select the goals

Tick the goals and check the count in Actions (n).
2

Choose Delete Selected

Open Actions > Delete Selected. A dialog shows the count.
3

Confirm

Click Delete N Goals. Then check the list.
Deleted goals cannot be restored. If you only want to stop tracking a goal, change its status instead.

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Troubleshooting

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Frequently asked questions

No. The header checkbox selects the current page only. Check the count.
No. They apply at once. Deleting has its own confirmation.
No. Actions offers status, priority and category. Edit a goal to change its progress.
No. There is no restore.
No. Export CSV uses the filtered list. See Find and read goals.