Save goals template with action items attached

3 votes

Create a goal that includes a set of common tasks or sub-goals and then be able to save as a template and then copy that goal plus all of its sub tasks + goals and simply amend the client name and assign owner.
As an example if I have 500 clients and would like to create a set of tasks for every one including:

1) onboarding
2) QBR1
3) QBR2,
4) QBR3/Renewal start
5) QBR4

at the moment I have to do this manually for each client

Under consideration Suggested by: Anthony Walley (23 Apr) • Upvoted: 30 Apr • Comments: 1

Comments: 1

24 Apr
Chantal Walley
Excellent suggestion and a much needed feature. We have performance Goals based on Onboarding and QBRs which span across every Predictive Index Client and every Predictive Index User completing a Predictive Index Workshop. A state-of-the-art Performance Management system should be able to replicate the same goals across a number of individuals and/or clients.
2