Admins and employees who have goal admin permissions have the ability to bulk edit goals.
Before you start
Only Lattice Super Admins, or employees with Company-wide Goal Admin permissions, have the ability to bulk edit goals. This ability can't be given through Targeted permissions.
Bulk actions are only available in the Goals Explore List view. This cannot be completed in the Admin view.
The admin who performed the bulk edit will receive an email following the completion of the task confirming the success of the action or informing them of an error with the action.
Bulk edit goals
From the Lattice homepage, select Goals on the left sidebar, then navigate to the Explore page.
Select the desired preset or filter for the desired goals.
Select the List view.
Bulk-select all goals or select goals individually by clicking on the checkbox to the left of each goal title.
Select Edit.
Complete any of the following edits:
Assign a goal cycle
Choose a start date
Choose a due date
Add or remove goal owners
Change goal type
Change goal parent alignment
Assign a priority
Add tags
Choose how the changes are applied:
Only the selected goals
These selected goals and their supports
Select Continue.
Select Confirm to save the changes.