Managing Shared Goals

In many ways, shared goals are as easy to manage as any other goal. This document will show you how to create a shared goal and how to manage its members.

Creating a Shared Goal

From the team's menu, click on the Shared Goals navigation item to open the respective dashboard. Next, you need to click the Create New Goal button.

A shared goal is set up just like a regular goal. Read our Understanding Goalify Goals documentation to learn more about creating a goal.

When you have finished defining your shared goal, you need to save it. Upon saving the goal, you will be asked whether or not you would like to publish this shared goal as a challenge. Choose the Maybe later option to finish the creation of the shared goal.

Adjusting an Existing Shared Goal

From the team's menu, click on the Shared Goals navigation item to open the respective dashboard. Next, you need to open the shared goal you would like to adjust by clicking on its name in the Goal list.

From the shared goal's dashboard click the Goal Setup menu item. Since a shared goal is very similar to regular goal, you can learn more about the basic settings by reading our adjusting an existing goal documentation.

Shared Goals

Within the Shared Goal section you can define the ranking type. Additionally, you can also choose to convert the shared goal into a challenge.

These are the available ranking types for shared goals:

Relaxed

Rankings are based on the most recent achievements, and it takes less time to recover from failed targets.

Normal

Rankings are based on a broader rage of past achievements, and it takes a bit more time to recover from failed targets.

Competitive

Rankings are based on the average achievement over an extended period of time, and it takes more time to recover from failed targets.

All-time

Rankings are based on the overall achievements for the full duration of the challenge.

Present-only

Rankings are based on the achievements of the current period only.

Unranked

Members are not ranked by their achievements and everyone is assigned first place.

Goal Setup

You can only change some properties of an already existing shared goal:

• Name
• Description
• Unit
• End date

Goal Target

You can make changes to the current target as well as future targets. You can also create new targets for future periods.

Adding Clients to a Shared Goal

From the team's menu click on the Shared Goals navigation item to open the respective dashboard. Next, you need to open the shared goal that you would like to add members to by clicking on its name.

This will open the shared goal's dashboard, and you will find all current members in the Members section.

To add a client from your client list, use the Add Members button. You can select one or many clients from the list and add them all at once. You can also use the search bar to filter clients by name or by tags. You can learn more about using tags to organize your client list by reading our organizing clients using tags documentation.

Removing Members from a Shared Goal

From the team's menu, click on the Shared Goals navigation item and select the shared goal from the list.

You will find all current members in the Members section. Select all of the members that you would like to remove from the shared goal and click the red Delete button.

Copying a Shared Goal

To copy or duplicate a shared goal, switch to the Shared Goals menu. Choose the shared goal you want to copy and click the option ⋮ button to the left of the name. Select the Copy to… option to continue.

Deleting a Shared Goal

To delete a shared goal, switch to the Shared Goals menu of your team. Open the shared goal you would like to delete, by clicking on its name.

You need to remove all client's before you can delete a shared goal. You will find all current members in the Members section. Select all members and click the red Delete button.

From the goal's man Actions button, choose the Delete Goal option. You will have to confirm that you really want to delete the shared goal, as this action cannot be reversed.