If you need to delete a goal in Teamflect, it’s important to know who has the permissions to do so, how the process works, and when it’s best to apply this action.
Step-by-Step Guide to Deleting a Goal
1. Verify Your Role and Permissions
In Teamflect, the following users can delete a goal:
Admins
Goal owner (the person responsible for achieving the goal)
Goal creator (the person who originally created the goal)
If you do not have one of these roles, you will not see the delete option.
2. Open the Goals Module
Go to the Goals section in your Teamflect dashboard.
Use filters or search to quickly find the goal you want to manage.
3. Locate and Delete the Goal
Open the goal card.
Click the ellipsis (...) in the top-right corner of the goal card.
Select Delete.
Confirm deletion in the pop-up.
⚠️ Important: Deleted goals are permanently removed and cannot be restored.
What If You Cannot Delete a Goal?
If the delete option isn’t visible:
You are not the goal creator/owner: Contact the creator or owner to delete it.
Permissions are restricted: Some organizations lock goal editing/deletion after assignment. This ensures consistency for reviews and reporting.
Need support: Reach out to your Teamflect Administrator to adjust permissions or request deletion.
If you're unsure who they are, refer to the resource here.
Use Cases
Deleting a goal can be necessary in performance management scenarios:
Employee Leaves the Organization
If an employee exits mid-cycle, deleting or reassigning their goals prevents orphaned records.Business Priorities Change
When company OKRs shift, old goals may no longer be relevant. Deleting them keeps the system aligned with the strategic direction.Duplicate or Mistaken Goals
Sometimes goals are created twice or incorrectly set up. Deleting avoids confusion during reviews.
Best Practice Recommendations
Communicate first: Notify team members before removing shared or cascaded goals to prevent misalignment.
Document the reason: Record a brief note internally explaining why the goal was deleted.
Review regularly: Encourage managers to review goals quarterly to ensure they remain relevant and measurable.