Deactivation of Goals

💡In Workpath, it is not possible to "archive" Goals after their completion. It is important to always have an overview of all the valid Goals of the current Goal cycle even if they have already been achieved or closed. At the same time, it might be necessary to manage both old and new Goals simultaneously which is why Goals do not disappear from the Workpath platform after completing them or after the Goal Cycle they are tied to has ended.

It is important to note that, when creating a Goal, you must select the time span this Goal is valid for with an exact start and end date. By default, the tool selects the exact same period as the current Goal Cycle you are displaying on your For Me Page, for example, but you can flexibly change this to the dates you want to create the Goal for. However, we highly recommend always stick to the organizational cycles and create the Goals for the same Goal Cycle periods.

When now working with the tool, you are automatically shown the Goals, e.g. on your For Me Page, that lie within the Goal Cycle you are currently in. On the top right-hand side, next to the Explorer, you can see the current Goal Cycle with its start and end date. However, you can easily change the Goal Cycle that is shown to you by clicking on the small arrow right next to it. Here you can switch between past or future Goal Cycles (in case your Program Lead has already kicked off the next one).

Thus, old Goals do not need to be archived or deactivated in order not to be displayed in the new Goal Cycle. If their end date that they were created with lies within the old cycle, they are automatically not shown anymore in the new cycle.

Pro-tip: Create a link directly to the Goals of a specific cycle

We learned that some users like to save or send a link that opens a team’s Goals specific to a certain cycle. So even if cycle Q4 is already active, a specific link should still lead directly to the Goals of Q3.
You can do this by manually adding a parameter with the cycle ID to the link.

For example, https://demo.workpath.com/goals/overview/teams/1?cycleId=2 leads to the Goals of team 1 in cycle 2.

Obviously, this little trick is focused on our pro users who like fiddling with the URL. While also regular users can use it, they may need to ask an admin to find out the cycle ID that they want to link to. It’s part of the URL when editing a Cycle in Settings > Goal Cycles.

 

FAQs: 

• What should I do if I need to view Goals from a previous cycle?
  • You can easily switch to a previous Goal Cycle using the dropdown menu next to the current cycle display on the top right-hand side of your "For Me Page" or team pages. 

• Is there a way to hide Goals that have been completed within the current cycle?

  • While you cannot hide or archive completed Goals, you can focus on active or ongoing Goals by using filters or sorting options within Workpath. Completed Goals will also naturally move down the list as ongoing Goals are prioritized.