How to Duplicate a Goal

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How to Duplicate a Goal

Venkata

Venkata

September 5, 2025

Duplicating a goal is a quick way to create similar goals by retaining the same parent goal and its supporting tasks.

Two Ways to Duplicate a Goal

1. From the Goals List View

  • Locate the goal you want to duplicate.
  • Click the three-dot menu (...) next to the goal.
  • Select Duplicate Goal.

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2. From Within a Goal

  • Open the goal you want to duplicate.
  • Click the three-dot menu (⋮) in the top-right corner.
  • Select Duplicate Goal.

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What Gets Duplicated

  • Goal title (you can edit it after duplication)
  • Goal description
  • Key results or tasks linked to the goal
  • Assigned goal level (you can change it if needed)
  • Parent goals 

Note: Participants, progress updates, and comments are not carried over to the duplicate.

Tip:
Use duplication when creating similar goals across teams, departments, or cycles — it saves time and ensures consistency.

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