Remove progress indicators from goals in Adobe Workfront Goals

Last update: Fri Feb 17 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Workfront Goals

CREATED FOR:

User

You can remove results, activities, and projects from goals if they are no longer relevant.

For information about creating goals, and adding results and activities to them, see the following articles:

Goals can also be aligned to parent goals, becoming children goals. Children goals are also progress indicators of the parent goals.

You can remove the alignment between goals by removing the connection between them. For information, see Remove goal alignment in Adobe Workfront Goals.

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.
A goal with results, activities, or projects.

Considerations for removing results, activities, and disconnecting projects from goals

You can remove results and activities only from active goals.
You can remove results and activities from a goal by deleting them. Deleted results and activities cannot be recovered.
When you remove the result or activity from a goal, the progress of the removed result or the activity affects the overall progress of the goal.
You cannot delete a project from a goal, but you can disconnect it from the goal. By disconnecting the project from the goal the percent complete of the project no longer affects the progress of the goal.

For information about how projects affect goal progress, see Add projects to goals in Adobe Workfront Goals.
You cannot remove a result or an activity from a goal, and you cannot disconnect a child goal or a project, if they are the last progress indicator for the goal.
If a project is deleted from the Projects area and it is the last progress indicator of a goal, the goal becomes Inactive.

Delete results and activities from goals

You remove results and activities from a goal by deleting them. Deleting results and activities from a goal is identical.

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

This opens the Workfront Goals area and the Goal List displays by default.
Click the name of a goal you want to remove results and activities from.

This opens the goal page.
Click Progress indicators in the left panel.
Select a result or activity, then click the Delete icon at the top of the list.
Click Delete to confirm the deletion. The result or activity is deleted and cannot be recovered. The percent complete of the goal updates to exclude the deleted activity or result.

Remove projects from goals

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

This opens the Workfront Goals area and the Goal List displays by default.
Click the name of a goal you want to remove results and activities from.

This opens the goal page.
Click Progress indicators in the left panel.
Select a project, then click the Disconnect icon at the top of the list.
Click Disconnect to confirm.

The project is no longer connected to the goal. The percent complete of the goal updates to exclude the disconnected project.

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