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Classic View - Using Goal Templates
Classic View - Using Goal Templates

Create a goal using an existing goal template

Updated over 2 years ago

Navigate to goals

Click on "Create a Goal" to open the goal creation form.

Open the "Goal Templates" dropdown to view a list of your company's goal templates.

You can search the goal templates using the search bar at the top of the dropdown

Information about the template can be seen on the left.

Once you've found a template you wish to use, click the copy icon.

This will populate the creation form with the values from the selected template.

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