Goal Templates

7 votes

Templates for goals (parent and sub) that build up together and can be applied for long term usage. Ideally, with a template, this can be copied rather than duplicating goals which isn't as clean

Under consideration Optimization Suggested by: Sofia Tempestoso (25 Jan) • Upvoted: 25 Apr • Comments: 4

Comments: 4

08 Feb
Katie
Adding the ability for a Goal template to be used in any 1:1 or group workspace
1
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21 Feb
Anthony Walley
I think my request is similar: Ideally i would like to be able to copy the goal AND its task list and then edit description and/or save as a template. So far I can copy the goal but the sub tasks are not carried over.
As an example if I am using this as a PI partner, perhaps I would like to set common tasks which would be required for any client which include onboarding and QBR's
2
20 Mar
Alicia
I have the same request from Anthony. It would be great to duplicate goals AND their tasks. As we could imagine managers across a company having similar goals and tasks associated consistently.
We are also using PI Perform this way to do client management and find we need to repeat goals & tasks.
02 Apr
Stefano Hernandez Admin
Katie T: New hire onboarding use case: having a way to create onboarding plan goal templates that managers can plug into their workspace with their new hire