Description
Goals aren't set in stone. As circumstances change, you may need to update a goal's details — change the title, reassign ownership, adjust dates, or switch between Draft and Active status.
Quick Steps
Edit Goal Details
Right-click on the goal in the plan tree.
Select Edit Goal from the context menu.
The goal modal opens with all fields editable.
Make your changes to any field (title, description, focus area, template, dates, owner).
Click Save to apply changes.
Change Goal Status
Edit the goal (right-click → Edit Goal).
Click Activate Goal to change from Draft to Active.
Active goals appear in dashboards, reports, and Gantt charts.
Restrictions
Only users with edit permissions can modify goals.
Activating a goal requires an Owner to be set.
Viewers cannot edit goals — they see a read-only view.
Important: Changing a goal's Focus Area moves it to the new focus area. The goal is removed from its original location.
Further Information
Create a New Goal — How to create goals.
Goal Properties and Details — All property fields explained.
Delete and Duplicate Goals — Removing or copying goals.