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Delete a Goal or Goal Folder

Learn how to delete Goals and Goal folders for your organization

If a Goal is no longer applicable for your organization, and you do not want it to clutter the Goals Administration page, you can delete the Goal. Deleting a Goal will remove it from any existing Reports or Widgets where the Goal was visible. The Goal cannot be recovered once deleted. 

Who can delete a Goal? 

Anyone with the Goal Manager System Role Permission can delete Goals and Goal folders. 

People with other admin permissions may be able to access the Goals Administration page, but cannot make changes to it. 

View current Goals

To view the Goals for your organization, go to Admin and open the Goals page. 

  • Each Goal in your organization will be listed. By default, columns displaying each Goal's Type, Start Date, and End Date will be visible. 
  • Goal folders are also listed, and you can select the blue arrow to the left of a folder to expand or collapse its Goals.
  • Use the Goal Type Quick Filter to filter the list for Goals of a certain Type: Impact, Items Submitted, Items Completed, People Count, or People Percentage. 
  • Use the search bar to quickly find a specific Goal by name.
  • Edit columns on the list by hovering over one of the existing column headers, and selecting the dropdown arrow.
    • Select Columns to change which columns appear in the list. These changes will be temporary. 

Delete a Goal

To delete a Goal, go to Admin and open the Goals page. 

  • Hover over the Goal you would like to edit. It will highlight blue. 
  • Select the x to the right of the Goal.
  • The warning below will appear:
    Delete Goal Warning
  • Select Delete to confirm your choice. 

Ofie Profile PicPro Tip: If a Goal is currently being displayed on any Widgets or Reports, we recommend editing them prior to deleting the Goal. This will help prevent missing data on Boards. 

Delete a Goal Folder

Ofie Profile PicCaution: You must remove all Goals from a folder before you can delete it. Move Goals by dragging and dropping it outside the folder. 

To delete a Goal folder: 

  • Go to Admin and open the Goals page. 
  • Hover over the folder, and select the x icon to the right. You'll receive an error message if the folder still contains any Goals.
  • Select Delete in the confirmation window. 

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