How to Edit Objectives en masse on Templates

It is now easier than ever to edit Objectives on multiple or all Templates.

  1. In BalancedResults, click Templates, then click Objectives.1. OBJs Edits Templates
  2. Using the search feature, type the name of the Objective you want to edit. This will allow you to see all of the Templates with that Objective. 2. OBJs Edits Templates
    You can also scroll through each Template to locate the Objectives you wish to edit.
  3. Once you’ve located the Objective you want to edit, you can update it on specific Templates by selecting the checkbox next to each one, or edit it en masse across all shown plans by clicking the Select All checkbox at the top of the table.

  4. Next, click the Actions button at the top of your screen. From the drop-down menu that appears, select Edit Objectives. 4. OBJs Edits Templates
  5. A modal titled “Mass Edit Objectives” will appear. Title and Description fields are provided where you can type or paste new Objective content. 

    To copy content from another Objective: 
    1. Minimize the modal using the trigger in the top right corner, shown here:5. OBJs Edits Templates
    2. Find the title/description you wish to use, then copy that text
    3. Reopen the modal by clicking the Mass Edit Objectives button at the bottom center of your browser window. 6. OBJs Edits Templates
    4. Paste the content you copied into the appropriate field.
  6. Once you have completed those steps, click Submit to apply those edits to the Objectives you selected. 7. OBJs Edits Templates