Editing a Goal #

You can edit goals at any time inside Propel Your Business—either from the Goals module or directly within a Meeting.

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Where You Can Edit Goals #

1. From the Goals Module (Primary Method) #

1. Navigate to Goals in the left-hand menu
2. Make sure you’re on the Goals tab
3. Use filters if needed to locate the goal
4. Click the three dots next to the goal
5. Select Edit

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2. From Within a Meeting #

1. Go to Meetings
2. Open a meeting series
3. Navigate to Scorecards in the agenda
4. Locate the goal
5. Click into the goal to edit

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Permissions Required #

You can only edit a goal if:

• You are the owner, or
• You are shared on the goal with edit access

If you don’t see the edit option:

• You likely only have view access
• Contact the goal owner to request permissions

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