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How to Restrict Goal Types in the Development Plan Section of Reviews?

Isabella R. avatar
Written by Isabella R.
Updated today

When implementing Development Plans within your Reviews, it is possible to adjust and restrict which goal types will be available to your users for assignment.

To do so while editing an existing Review template or creating a new one, please navigate to Section 7 of your Review template: Development Plan.

Once inside the section, please ensure that the Development plan toggle is active. When the toggle is active, you will be able to find the relevant setting near the bottom, where you will be able to Select goal types that reviewees can create for their development plan:

To make your choices, all you need to do is to check the goal types you would like to be available to your users:

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