Delete and deactivate goals in ÃÛ¶¹ÊÓƵ Workfront Goals
When you start working on a goal and it becomes irrelevant in your organization, we recommend deactivating it, instead of deleting it. Deactivating a goal keeps its historical information and gives you a chance to reactivate it at a later time. There are times, however, when deleting a goal might make sense, to keep your goal list accurate.
Access requirements
You must have the following:
| table 0-row-2 1-row-0 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan* |
For the new plan and license structure:
For the current plan and license structure:
|
| ÃÛ¶¹ÊÓƵ Workfront license* |
New license: Contributor or higher Or Current license: Request or higher For more information, see ÃÛ¶¹ÊÓƵ Workfront licenses overview. |
| Product* |
New product requirement: Workfront Or Current product requirement: In addition to a Workfront license, you must purchase a license for ÃÛ¶¹ÊÓƵ Workfront Goals. For information, see Requirements to use Workfront Goals. |
| Access level | Edit access to Goals |
| Object permissions |
View or higher permissions to the goal to view it Manage permissions to the goal to edit it For information about sharing goals, see Share a goal in Workfront Goals. |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu. |
*For more information, see Access requirements in Workfront documentation.
Deactivate goals
You can deactivate a goal that is no longer relevant and that you might want to reactivate in the future.
Considerations when deactivating goals
Remember the following when deactivating goals:
-
You can only deactivate goals in an Active status. For information about activating a goal, see Activate goals in ÃÛ¶¹ÊÓƵ Workfront Goals.
note tip TIP You cannot deactivate goals in a Draft status. -
Workfront stops calculating the progress of deactivated goals.
-
Inactive goals no longer display on or are taken into account in the Graphs section of Workfront Goals. For information about Workfront Goals graphs, see Review graphs to understand goal progress trends in ÃÛ¶¹ÊÓƵ Workfront Goals.
-
You can no longer make updates on deactivated goals.
-
You can edit information about the goal and its alignment.
-
You can reactivate a previously deactivated goal.
Deactivate goals
-
Click the Main Menu icon
The goal list displays.
-
(Optional) Modify your filters to display only goals that are active.
For information about filtering information in Workfront Goals, see Filter information in ÃÛ¶¹ÊÓƵ Workfront Goals.
-
Click an active goal.
The goal page opens.
-
Click the More menu
-
The goal is deactivated and its status becomes Inactive.
Delete goals
You can delete goals that are no longer or might never be relevant.
Considerations when deleting goals considerations-when-deleting-goals
- You can delete goals in any status, including closed goals.
- You cannot recover deleted goals.
- Results and Manual progress bar activities attached to the goal are also deleted.
- Projects associated with goals are not deleted, but their association with the goal is removed.
Delete goals
-
Click the Main Menu icon
The goal list displays.
-
Click the name of a goal. This opens the goal page.
-
Click the More menu
The goal and its activities and results are also deleted and cannot be recovered. Projects that were associated with the goal or children goals are not deleted.