Create a Goal Folder

Use Goal Folders to easily organize your Goals.

What you'll need

• Goal Folders are available for Business Plans and above.

• Guests can see Goal Folders they've been invited to view or edit.

We'll cover

• Create a Goal Folder

• Add a Goals to a Folder

• Edit a Goal Folder

Create a Goal Folder

To create a Goal Folder:

1. In the left sidebar, go to the Goals page.

   • Tip: If you don't see Goals, you might need to click Show more to expand the sidebar.

2. Click on the Folder icon.

3. Enter a name for the Goal Folder.

Add Goals to a Folder

Once you've created a Folder, you can create new Goals, or move existing Goals into it.

To add Goals to a Folder:

1. On the main Goals page, find the Goal you want to move.

2. Drag and drop the Goal into the right Folder, or click the ellipsis ... and select Move to Folder.

3. You can also click +New Goal when you're inside of a Folder to create a new Goal.

Edit a Goal Folder

To edit a Goal Folder:

1. Find the Goal Folder you want to edit.

2. Click the ellipsis ... menu.

3. Choose to:

   • Rename a Goal.

   • Create a new Goal.

   • Add a Goal to a Folder.

   • Delete a Folder.

   • Access sharing and permissions.

Want to learn more?

• Check out this article about Goals!

• Learn more about sharing and permissions for Goals.