You may want to archive a goal to remove outdated or no longer relevant ones, declutter the goal list, and help your team maintain a clear focus on active and meaningful goals.
Archiving Goals
As a Goal admin, you can archive goals from
Step 1: Hover over Company on the left-side navigation panel on the homepage. You will be led to the Overview page.
Step 2: Within the Portfolio section, click on Goals.
The Goals Manage page will open, showing a list of existing Goals for your organization, for a specified timeline.
Step 3: Choose the goal from the list to be archived. You can access different types of goals basis your requirements and access control to the workspace.
note: In the list view of goals, search for the goal that you wish to archive using the Search option.
Step 3: Select Archive from the dropdown by clicking the Ellipsis menu to the extreme right of a goal name.
Step 4: The following prompt will be displayed if the goal does not have a child goal. Confirm your choice of archival by clicking on the Archive button.
Your goal would be archived successfully.
You can check out your archived goals Company > Goals > I want to manage archived goals
Note: Archived goals are only accessible to goal admins
Alternate Step 4: If your goal has one (or more) child goals, the following prompt will be displayed.
You can choose to either archive all the child goals along with the goal, else re-align them to a new parent
- If you choose to archive all child goals, the entire goal tree belonging to your selected goal will be archived.
- If you choose not to archive the child goals; you will be required to re-align the child goals to a new parent. Confirm the same by clicking on the Re-align option.
- This will take you to the re-align section of the goal where you can choose a new parent goal to re-align the child goals
Once you have re-aligned the child goal tree, select Re-align and Archive to archive the goal.
The goal would be archived successfully.
Permanently deleting a goal
Note: Only individuals with Admin access to the Goals module can permanently delete a goal
You can also choose to delete a goal permanently in case it is dropped altogether and thus, de-clutter your Archived Goals section.
Step 1: Archive the goal by following the steps mentioned above.
Step 2: From the manage goal page click on the intent dropdown from the top and select ‘I want to manage archived goals’
Step 3: Once in the Archived Goals section, click on the Kebab menu relative to the goal that you want to delete permanently.
Step 4: Select Delete Permanently from the dropdown.
Your goal would be deleted permanently.
Note: Permanently deleted goals are permanently removed from the Mesh database and cannot be retrieved.
Unarchiving goals
Note: Only individuals with Admin access to the Goals module can unarchive a goal
Unarchiving goals can help you re-visit them in case they need to be prioritized.
Step 1: Hover over Company on the left-side navigation panel on the homepage. You will be led to the Overview page.
Step 2: Within the Portfolio section, click on Goals.
The Goals Manage page will open. From the manage goal page click on the intent dropdown from the top and select ‘I want to manage archived goals’
Step 3: Once in the Archived Goals section, click on the Ellipsis menu relative to the goal that you want to unarchive.
Step 4: Select Unarchive.
Step 5: Unarchiving a goal also unarchive all the child goals aligned to it. Thus, you would be presented with a confirmation prompt where you can confirm your choice.
Select Unarchive to confirm that you wish to unarchive the goal.
The goal would be unarchived and you can find it in the timeline where it was defined.
Note: A child goal cannot be unarchived separately. To unarchive a child goal, you need to unarchive the entire goal tree as well.
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