If you need to delete a goal in Teamflect, it's important to understand the permissions and processes involved. Here’s a guide to help you manage and possibly delete goals within the platform.
Step-by-Step Guide to Deleting a Goal
1. Verify Your Role and Permissions: In Teamflect, the Teamflect admins, the goal owner, meaning the person who's responsible for achieving it, and the creator of a goal, referred to as the goal creator, can delete it. This ensures that goals are managed responsibly.
2. Access the Goals Module: Navigate to the goals section of your Teamflect dashboard where your goals are listed. This module typically displays all the goals you have created or that have been assigned to you.
3. Identify the Goal to Delete: Locate the specific goal you wish to delete. Use the platform's filtering or search functionalities if you're managing multiple goals.
4. Delete the Goal:
If you are the goal owner, you should see an option to delete the goal. This option is usually represented upon clicking on the ellipsis (three dots) at the top right corner of the goal card.
Click on this option and confirm your intention to delete the goal when prompted. This will permanently remove the goal from Teamflect and it cannot be restored.
What If You Cannot Delete a Goal?
If you find that the delete option is not available, consider the following:
You Are Not the Goal Creator:
If you did not create the goal, you may not have the option to delete it. In this case, you should contact the creator of the goal and request them to delete it, if deletion is necessary.
Permission Restrictions:
Sometimes, administrative settings in Teamflect may restrict even goal owners from modifying or deleting goals after they are assigned to you. This could be due to policies set by your organization to maintain consistency and integrity in goal management.
Contacting an Administrator:
If you believe there should be a way to modify these permissions or if you need the goal to be deleted for valid reasons, contact your Teamflect administrator. They can either make the necessary changes or provide you with the permissions needed to manage your goals more effectively.
Note: For clarification, please reach out to your Teamflect Administrators. If you're unsure who they are, refer to the resource here.
Best Practices When Deleting Goals
Communicate Changes:
Before deleting a goal, especially one that might affect multiple team members, ensure that all members are informed. This avoids any confusion and ensures transparency.
Document Reasons:
Keep a record of why certain goals are deleted. This can be useful for future reference and helps maintain the accountability of decision-making processes.
Regularly Review Goals:
Periodically review your goals to ensure they align with current business objectives and personal responsibilities. This helps in managing an organized and relevant goal system.
By understanding these guidelines and procedures, you can manage your goals effectively in Teamflect, ensuring that your objectives stay aligned with both personal and organizational priorities.