DocumentationWorkfrontWorkfront Guide

Delete and deactivate goals in Adobe Workfront Goals

Last update: Fri Jan 20 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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

You must have the following:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*

Request or higher

For more information, see Adobe Workfront licenses overview.

Product

You must purchase an additional license for the Adobe Workfront Goals to access functionality described in this article.

For information, see Requirements to use Workfront Goals.

Access level configurations*

Edit access to Goals or higher

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see:

Object permissions

Manage permissions to the goal

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

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must have the following before you can start:

  • A Layout Template that includes the Goals area in the Main Menu.

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:

  • You can only deactivate goals in an Active status. For information about activating a goal, see Activate goals in Adobe Workfront Goals.

    note tip
    TIP
    You cannot deactivate goals in a Draft status.

  • Workfront stops calculating the progress of deactivated goals.

  • Inactive goals no longer display on or are taken into account in the Graphs section of Workfront Goals. For information about Workfront Goals graphs, see Review graphs to understand goal progress trends in Adobe Workfront Goals.

  • You can no longer make updates on deactivated goals.

  • You can edit information about the goal and its alignment.

  • You can reactivate a previously deactivated goal.

Deactivate goals

  1. Click the 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 Adobe Workfront Goals.

  3. Click an active goal.

    The goal page opens.

  4. Click the More menu to the right of the goal name, then click Deactivate.

  5. The goal is deactivated and its status becomes Inactive.

Delete goals

You can delete goals that are no longer or might never be relevant.

Considerations when deleting goals considerations-when-deleting-goals

  • You can delete goals in any status, including closed goals.
  • You cannot recover deleted goals.
  • Results and Manual progress bar activities attached to the goal are also deleted.
  • Projects associated with goals are not deleted, but their association with the goal is removed.

Delete goals

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

    The goal list displays.

  2. Click the name of a goal. This opens the goal page.

  3. Click the More menu to the right of the goal name, then click Delete Goal, then Delete.

    The goal and its activities and results are also deleted and cannot be recovered. Projects that were associated with the goal or children goals are not deleted.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43