Goal templates

Goal templates are reusable goal definitions: a title, a description, an optional deadline and an indicator. When someone creates a goal with Use existing template, the template pre-fills everything except the people. Templates are shared by the whole company: every manager creator and admin sees and can manage all of them.

Before you start

• You need the Manager creator, Scoped admin, Admin or Super admin access level. Employees and managers don't see Templates.
• Editing a template never changes goals that were already created from it.

Browse templates

1. In the sidebar, go to Goals › Templates. The page reads "Create and manage goal templates for the whole company."
2. The table lists each Template (indicator icon and title), its Deadline ("None" if not set) and its Last update.
3. Use Search to find a template by title.
4. Click a row to open and edit the template.

Create a template

1. Click New template. The Create template page opens.
2. In General information ("Choose a title, a description and a deadline."):
   • Title* (required).
   • Description (optional).
   • Deadline (optional). If you set one, goals created from the template get this deadline pre-filled.
3. In Indicator type ("Choose an indicator to monitor goal progress."), choose True/False, Number, Percent or Multi-choice and fill in its values:
   • True/False, Number and Percent: Starting value* and Target value*.
   • Multi-choice: type the options, use Add an option, and tick the option(s) that count as the target.
4. Click Save.

If you close the page before saving, a "Your settings will be lost" warning asks you to confirm: "The template hasn't been created yet. If you continue, all your settings will be lost."

Use a template

1. Click New Goal (from My Goals, Team Goals, the Dashboard or a skills review).
2. Choose Use existing template, then Continue.
3. Pick the indicator type, then the template in Select a template. Click Next.
4. The wizard opens with the title, description, deadline and indicator already filled in. Choose the assignees and responsible, adjust what you need, and click Create.

See Create a goal.

Edit a template

1. Click the template in the list. The Edit template page opens.
2. Change any field and click Save.

Goals already created from the template keep their original content.

Delete and restore a template

1. In the list, open the three-dot menu of the template and choose Delete template.
2. Confirm in "Template will be deleted". "Deleted templates are stored for 30 days. After this period, they will be permanently deleted."

To get a template back:

1. Open the menu next to the page title and choose View deleted templates.
2. Click Restore on the template, or Delete permanently to remove it for good.

Opening a deleted template shows a read-only page with Restore and Delete permanently buttons at the top.

Common questions

I can't find my template when creating a goal.

In the wizard, templates are listed by indicator type. Select the type of your template first (for example Number). Deleted templates are not offered.

Can I restrict a template to one team?

No. Templates are a company-wide library visible to every manager creator and admin.

If I change a template, are existing goals updated?

No. A template only pre-fills new goals. Goals keep the values they had when they were created.