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Status Already exists
Categories Strategy
Created by Karie Kelly
Created on May 28, 2022

Ability to keep an initiative or goal from being used

Need ability to keep initiatives and goals accessible for reporting - especially as we cross over years; but, need to keep folks from using them. It seems if we keep them from using them we can report on them which is the problem we are needing to solve.

    Jun 3, 2022

    Thank you for your idea. This is currently possible.

    Goals and initiatives can be tied to timeframes which can be archived. Archiving a timeframe prevents the goals and initiatives from being used further.

    This also removes them from reports by default, but they can be added back. To do so, you can add the Initiative > Initiative archived filter (same exists for Goals). This filter then allows you to choose to show all, or only archived or active.

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