Update a goal

< 1 min read

To change an existing goal

  • Select ‘Goals’ from the main features panel
  • Select the ‘Goals list’ action from the goal action panel.
  • Find the required goal in the list
  • Click over the goal entry.

Another way of editing a goal, is to find the goal in the goals list, and then click on the goal icon found on the left-side of the tile entry. Clicking on that icon will open a pop up menu.

Once the ‘edit goal’ option is chosen, the data area display changes to show the ‘Edit Goal’ form

When the ‘Edit Goal’ form is displayed, a new set of goal-level actions appears in the Action panel.

The user may update the goal attributes as desired, and when the update is completed, they can click on the ‘Save’ button located at the bottom of the form to save the changes.

Updated on March 23, 2025

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