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Bulk End Goals

Anna
  • Updated

Admins and employees who have Goal custom role permissions can bulk end goals. 

Before you start

  • Only Lattice super admins or employees with Goal permissions can bulk end goals. 
  • Bulk actions are only available in the Goals Explore List view. 
  • Only active goals you select can be ended.
  • When ending a goal, the goal progress will remain the same. For example, if a goal displays 75% completion, it will stay 75% after ending.
  • The admin who performed the bulk end will receive an email after completing the task confirming the success of the action or informing them of an error with the action.

Bulk end goals

  1. Navigate to the Goals page. 
  2. Select the desired preset or filter for the desired goals. If you want to end goals from a certain time period or goal cycle, select the "All time" drop-down to filter the time frame. 
  3. Select the View dropdown menu and select List. Goal Explore page. A red square highlights the View dropdown menu. A red arrow points to the List option.
  4. Bulk-select or select goals individually by clicking the checkbox to the left of each goal title.
  5. The Bulk Actions menu will appear — Select End. 
  6. Mark selected goals as one of the following:
    • Mark as complete: A satisfactory level of progress was made 
    • Mark as incomplete: A satisfactory level of progress was not made
  7. Select End [number] active goals.

Learn to reactivate an ended goal in Reopen an Ended Goal.

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