Move an objective

Sometimes the objective that one has created needs to be moved from one cycle to another. In this case ‘Move’ option comes into the play.

Steps to move an objective

  • Navigate to relevant objective detail page by clicking on the objective title from anywhere in the app.

  • In the top section on the objective details page click On Move on option under More dropdown. 

  • On move objective pop up.

    • Select the relevant Objective cycle and Start and Due date of the objective.

    • Click on Move.

Attention

In below cases, objectives might have grades associated with them -

  • If the objective is carried forward and has grades.

  • The objective is being reopened for some reasons and needs to be moved.

In the above cases, if objective is moved, this will result in deletion of already added grades since the objective is now moved to another cycle and existing grades cannot be considered valid for new cycle.

Important points to note

  • The option for moving an objective will be available only on the objective detail page.

  • Objective can be moved from/to any objective cycle except Closed or Archived ones.

  • In the history tab, the latest item will be Moved objective from objective cycle X to Y.

  • Relevant users (users of shared with list & owner/responsible users) will be notified that objective has been moved to another cycle.

  • Move action is available only for admins and users with relevant permissions.

On this page