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How can I duplicate a goal in Teamflect?

Learn how to quickly duplicate goals in Teamflect to streamline your goal-setting process and save time on repetitive tasks.

Written by Myka
Updated over 2 months ago

If you need to create the same goal or similar goals for multiple people, duplicating goals can save you a lot of time.

Step-by-Step Guide: How to Duplicate a Goal in Teamflect

Step 1

To duplicate a goal, find the goal you want to duplicate and click the ellipsis button, which is located at the top right.

When you click the ellipsis button, you will see a new menu. Please choose the "Duplicate" option.

Step 2

When you click the "Duplicate" button, you will see a new goal creation pop-up window with the same information as your original goal.

Click "Create" when you are done with the details of your new goal.

Beneficial Use Cases:

  1. Save Time on Repetitive Goals: Quickly duplicate goals to maintain consistency and avoid recreating similar goals from scratch.

  2. Maintain Goal Structure: Ensure uniformity by replicating successful goals for future projects or cycles, keeping your targets aligned.

  3. Easily Scale Goal Setting: Duplicate individual goals for teams or groups, simplifying the process when scaling or onboarding new members.

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