Bulk Update Goal Status

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

Before you start

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

Bulk update goals

1. Navigate to the Goals page. 
2. Select the desired preset or filter for the desired goals. If you want to update goals from a certain time period or goal cycle, select the "All time" drop-down to filter the time frame. 
3. Select the List view. 
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 Update. 
6. Choose to update the status of or end the selected goals:
   • Status: On Track, Progressing, or Off Track
   • Ending Goals: Mark as complete, or Mark as incomplete
7. Select Update.

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