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      3. All User Resources (Indigo: V3)

      Import goals

      Admins can save time by bulk importing new goals or updating existing ones using a downloadable template. This is especially helpful when assigning the same goal to multiple employees or distributing multiple goals across teams, tasks that are time-consuming to do manually.

      💡 Tip: Admins can assign the “Manage goal import for all employees” role to any employee along with the “Manage and view goal dashboard for organization” role, allowing them to import goals.

      ⚠️ Warning: Any incorrect or incomplete information in the template results in import failure.

      After importing goals, you can view their history.

      Navigate to Apps > Goals.

      1. On the left pane, click the drop-down, select My Org, and then select Overview.
      2. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Goals Import.

      💡 Tips:

      When importing:

      • Ensure the data in the template is accurate.
      • Enter the goal owner's email address to assign them individual or multiple goals correctly.

      Perform one of the following as required:

      Action

      Steps

      Add new goals

      3. Select Add New Goals and click the Download Download Grey-1 Icon.

      4. Open the downloaded file, enter the relevant information, and save the file.

      5. Return to the Engagedly site, click Upload, select the template, and then click Import.

      6. Click Next and then click Import.

      ⚠️ Warning: If the template contains incorrect information, you get errors. Make the necessary changes to the template and upload it again.

      7. Enable the option to notify goal owners about the goal creation if required, and click Submit.

      Update existing goals

      3. Select Update Existing Goals and click Export.

      4. Click the Filter Filter-2 Icon to apply filters in different fields as required.

      5. Select the goals you want to update.

      6. Click Preview & Export, and then click Export.

      7. Open the exported file, enter the relevant information, and save the file.

      8. Return to the Engagedly site, click Upload, select the template, and then click Import.

      9. Click Next and then click Import.

      After importing, you can manage goals if required. Learn more in Manage a goal.

      📒 Note: Goal owners can also manage the goal.

      Import history

      After importing, you can view the history and details of goal imports. This helps you track goal imports, identify errors, ensure accountability, and manage bulk updates efficiently.

      Navigate to Apps > Goals.

      1. On the left pane, click the drop-down, select My Org, and then select Overview.
      2. Click the Overflow Overflow Menu-4 Menu at the top right and select Import History.