29-Jun-17 | Archiving Goals

Brian Dosal -

At BrightGauge we use Goals religiously and found that at end of our business quarters, we wanted to change up all our KPIs and start fresh.  But we didn't want to get rid of our old goal list for historical viewing purposes.  So we baked in the ability to archive scorecards so they no longer send reminder emails or summaries, and don't clutter up your goals list.

In the Goals "More" menu, you will have an option to Archive.

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Once Archived, the goals list is only viewable, with the exception that you can delete or rename the scorecard. You always have the option to unarchive it too.

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You'll see a yellow header stating its archived and you can restore it there or from the more menu.

Lastly, if you are looking for an unarchived scorecard, you will find it in the Scorecard menu in the top left. that will launch a modal to choose your archived scorecard to view.

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Let us know if you have any questions!

 

 

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