How to edit/delete past goals in Profit.co?

Category: Performance

Profit.co provides an option to edit or delete previous period goals.

Why this feature?

This feature helps users to manage past goals efficiently by making the necessary changes, as well as by deleting them, and you save more space for future goals.

Note: Only Super Users have access to edit and delete the past completed goals.

Step 1

Navigate to Settings → Performance → Goals from the left navigation panel.

In the Goals setting page, enable the "Allow users to Edit/Delete previous quarter goals" toggle.

Navigate to Performance → Goals. Select the goal you wish to delete, click on the more icon, and select Delete.

Once you click Delete, you will be asked to confirm, and the goal will be deleted.

Step 2

To edit the past goal, click on the  icon. 

Once you edit the goal, click on the Update button.

Related Answer Post

To learn more about how to set weights for goals, click here.

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