Edit a target

Edit a target's settings, or its goal, schedule, and adjustments — for a single node or for multiple nodes at once.

Edit target settings

Target settings are aspects such as the name, attainment metric, and applicable roles.

1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to edit.

3. Click menu ⋮ > Target Settings.

4. In the Target Options screen, make changes as needed. See Create a target for a description of each field.

5. Click Update.

Edit target details for a single node

Target details are the goal value of the target, schedule, adjustments, and relief.

1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to edit.

3. Click menu ⋮ > Target Details.

4. Click Actions > Edit target details.

5. Make changes to the target's goal, schedule, and adjustments, as needed. See Configure a target.

6. Optional. Add target relief.

7. Click Save.

Edit target details for multiple nodes at once

Note

Top-down targets must be distributed down first before you can edit the target for multiple nodes.

1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to edit.

3. Click menu ⋮ > Target Details.

4. Click Actions > Edit target details.

5. Select the nodes you want to add the target details to.

6. Toggle on the Goal, Schedule, and Adjustments sections to add and adjust for the selected nodes.

7. Update each section that you toggled on, as needed. See Recalculate a target for a description of each section for the target type.

8. Click Save.