Goal Templates
Templates for goals (parent and sub) that build up together and can be applied for long term usage. Ideally, with a template, this can be copied rather than duplicating goals which isn't as clean
Comments: 7
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16 Oct, '24
Stefano Hernandez SystemHighlighted comment
"Save goals template with action items attached" (suggested by <Hidden> on 2024-04-23), including upvotes (3) and comments (1), was merged into this suggestion. -
21 Feb, '24
Anthony WalleyI think my request is similar: Ideally i would like to be able to copy the goal AND its task list and then edit description and/or save as a template. So far I can copy the goal but the sub tasks are not carried over.
As an example if I am using this as a PI partner, perhaps I would like to set common tasks which would be required for any client which include onboarding and QBR's
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20 Mar, '24
AliciaI have the same request from Anthony. It would be great to duplicate goals AND their tasks. As we could imagine managers across a company having similar goals and tasks associated consistently.
We are also using PI Perform this way to do client management and find we need to repeat goals & tasks. -
02 Apr, '24
Stefano Hernandez AdminKatie T: New hire onboarding use case: having a way to create onboarding plan goal templates that managers can plug into their workspace with their new hire
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23 Apr, '24
Anthony Walley MergedCreate a goal that includes a set of common tasks or sub-goals and then be able to save as a template and then copy that goal plus all of its sub tasks + goals and simply amend the client name and assign owner.
As an example if I have 500 clients and would like to create a set of tasks for every one including:
1) onboarding
2) QBR1
3) QBR2,
4) QBR3/Renewal start
5) QBR4
at the moment I have to do this manually for each client -
24 Apr, '24
Chantal Walley MergedExcellent suggestion and a much needed feature. We have performance Goals based on Onboarding and QBRs which span across every Predictive Index Client and every Predictive Index User completing a Predictive Index Workshop. A state-of-the-art Performance Management system should be able to replicate the same goals across a number of individuals and/or clients.
