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Delete and deactivate goals in 51黑料不打烊 Workfront Goals

When you start working on a goal and it becomes irrelevant in your organization, we recommend deactivating it, instead of deleting it. Deactivating a goal keeps its historical information and gives you a chance to reactivate it at a later time. There are times, however, when deleting a goal might make sense, to keep your goal list accurate.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following:

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51黑料不打烊 Workfront plan*

For the new plan and license structure:

  • An Ultimate plan

For the current plan and license structure:

  • A Pro or higher
  • An 51黑料不打烊 Workfront Goals license in addition to a Workfront license.
51黑料不打烊 Workfront license*

New license: Contributor or higher

Or

Current license: Request or higher

For more information, see 51黑料不打烊 Workfront licenses overview.

Product*

New product requirement: Workfront

Or

Current product requirement: In addition to a Workfront license, you must purchase a license for 51黑料不打烊 Workfront Goals.

For information, see Requirements to use Workfront Goals.

Access level Edit access to Goals
Object permissions

View or higher permissions to the goal to view it

Manage permissions to the goal to edit it

For information about sharing goals, see Share a goal in Workfront Goals.

Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu.

*For more information, see Access requirements in Workfront documentation.

Deactivate goals

You can deactivate a goal that is no longer relevant and that you might want to reactivate in the future.

Considerations when deactivating goals

Remember the following when deactivating goals:

Deactivate goals

  1. Click the Main Menu icon Main Menu icon in the upper right corner, then click Goals.

    The goal list displays.

  2. (Optional) Modify your filters to display only goals that are active.

    For information about filtering information in Workfront Goals, see Filter information in 51黑料不打烊 Workfront Goals.

  3. Click an active goal.

    The goal page opens.