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Audience: users with Goals management permission for these row and bulk actions. Add to Planner additionally requires Planner write or management permission. Adding agenda items requires the appropriate Calendar write access. Ask your MSP about missing actions.

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Add goals to Planner

  1. For one goal, open its row menu and choose Add to Planner. For several goals, select their checkboxes and choose Actions > Add to Planner.
  2. Use goals belonging to the same company. An organization goal without a company cannot use this transfer.
  3. Review the prepared Planner item. One selected goal supplies its title and description. Several selected goals prepare one Planner item with a combined description and links to the selected goals.
  4. Check the Planner item’s type, status, dates, effort/cost fields, linked records, custom fields, and Company visibility. The company is locked to the source goals’ company.
  5. Use the Planner dialog’s save action and wait for success. Closing the draft without saving does not create the item.
  6. Reopen the goal’s row menu and use View in Planner or the available linked items to review the saved item.
The original goals remain. This action creates and links a Planner item; it does not replace the goals or automatically complete them. The prepared due date uses the earliest available selected goal due date, or today when none is set. Review that date before saving.

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Add goals to a meeting

  1. Choose a goal’s Add to Meeting action, or select several goals and use Actions > Add to Meeting.
  2. For a bulk action, use goals belonging to the same company.
  3. Review the items to add and choose an existing upcoming meeting for that company.
  4. Check the selected meeting and its available agenda preview.
  5. Select Add to Agenda and wait for success.
  6. Open the meeting to confirm the added agenda items.
The picker lists up to 50 upcoming meetings. It does not create a meeting or include meetings that have already started. If none appears, check the company and your Calendar access, or create the meeting in Calendar first when permitted. Adding an agenda item does not itself send an invitation, change goal progress, or mark the goal completed.

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Frequently asked questions

No. The bulk action prepares one Planner item linked to the three source goals. Review and save that item.
No. It opens a prepared Planner draft. Save the draft and wait for success before treating it as created.
These transfer actions require the selected goals to belong to the same company. Split the work by company.
Planner transfer needs a company, and row-level meeting/Planner actions are absent for company-less goals.
The picker queries upcoming meetings. Open Calendar for the meeting’s own available editing controls.
Do not assume automatic synchronization. Review the goal and linked Planner or meeting record separately.