Magically import your goals from text or CSV. Drafted goals elsewhere? Simply copy/paste them into Perdoo or upload a CSV!
Enabling the 'Import goals' feature
ℹ️ This requires Superadmin rights.
The 'Import goals' feature uses AI. Therefore, please make sure that AI is enabled for your account.
Go to Configure > Features and make sure AI is checked:
How to import goals
If there are no goals yet, click 'Import goals'.
Select 'Import via text' or 'Import via CSV'.
If there are goals already:
On Home: Click + Add goal and select 'Import goals'.
On Explore, click + Add goal and select 'Import goals'.
On User, Team or Company page: Click the 3 dot menu next to the name and select 'Import goals'.
Choose:
Import from text
Import from CSV: Use this template to format your data.
Click Preview import.
Review import suggestions and make any adjustments to Name, Timeframe, Owner.
Choose which goals you'd like to import.
Click Import selected.
Important notes
Each account has been allocated a number of credits per month based on your plan. Once you've exhausted your credits, you can purchase more.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.