Active Goals in Cascade sometimes become unneeded or outdated, at which point it might make sense to archive them. Archived goals can always be reported back on in the future, so don't worry about that!
If you're looking to hard-delete goals and completely remove them from the system, see our article on How to Delete Goals.
There are a few places we can archive goals from:
Archive from My Goals
- Click on the folder icon which sits on the goal to archive the goal.
- Make sure to highlight any child goals that may need to be archived, and select the Archive button.
Archive through More Options (three dots menu)
- To archive a goal click on the three dots (More Options) and select Archive. Next, verify which goal or goals in the tree should also be archived by clicking on them and proceeding to the Archive button. - OR -
- To archive a goal from the Sidebar, click on the three dots (More Options) and select Archive to proceed with archiving the goal. Verify the correct goals and click the archive button.
Deleting a Draft Goal
Draft goals will not need to be archived prior to deleting because they can be deleted straight away by clicking on the three dots (More Options), and then selecting Delete.
(Note: If the draft goal has sub goals attached to it, you won’t be able to delete it. The 'Delete' button will remain greyed out until all its sub goals are either archived, deleted or re-aligned to another parent goal.)
If you've archived a goal by mistake, see our article about How to Unarchive a Goal to get it back in place!