Please note: This is a user-restricted feature. Only team manager users are able to convert personal goals to team goals. Goals are only available for Momentum plan customers.
When adding team-level goals to allow for more flexibility it is also possible to add personal employee goals from the same screen. If you find you have accidentally set a personal goal instead of a team goal, don't worry, you can quickly convert that personal goal.
Converting personal goals to team goals in Weekly10 on web
Converting personal goals to team goals in Weekly10 on Microsoft Teams
On web:
- On the 'My Team' tab select 'Goals'
- Your team goals are listed first, then below are personal goals for the members of your team (listed alphabetically)
- Find the employee with the personal goal you need to convert to a team goal and select the three-dot icon at the end of the row
- Select 'Convert to Team Goal' and confirm this action when prompted
- The goal will move up to sit under the 'Team' section of this page and the personal goal is now converted to a team goal
On Microsoft Teams:
- On the 'My Team' tab select 'Goals'
- Your team goals are listed first, then below are personal goals for the members of your team (listed alphabetically)
- Find the employee with the personal goal you need to convert to a team goal and select the three-dot icon at the end of the row
- Select 'Convert to Team Goal' and confirm this action when prompted
- The goal will move up to sit under the 'Team' section of this page and the personal goal is now converted to a team goal