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Editing existing targets

Edit or delete current user, team or company targets

Updated over a month ago

In order to edit targets one OneUp, by default, you must be an Admin user.

Editing Targets

  1. Log into your OneUp Dashboard.

  2. From the navigation bar, click the Manage menu, then Targets.
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  3. On the Targets page, use the entity, user, and metric filters at the top of the page to find the target(s) you want to edit.
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    Altering a single target

  4. Once you've found the target to edit, simply click on the target (its coloured bar) for the user in question and a pop-out window will appear in the centre of your screen.

  5. Here, you can change the value, interval and date range as needed or can fully delete it by clicking the red Delete button in the bottom left of the pop-out.

    Altering multiple targets

  6. If you need to alter multiple targets at once, it's now possible to do so using the bulk-editor function on the targets page!
    To do this, use the checkboxes on the left-hand side of the page to select all the targets you want to alter in bulk. You can also select the entities you would like to edit by clicking on the entity dropdown.

  7. Once selected, a new menu will appear at the bottom of the screen. Click Edit targets in the new window to be taken to a new page where you can edit all the targets you selected. You can also click Delete to bulk delete the selected targets.

  8. From this page, you can again select multiple targets to alter the metric they're for, the date range, the period, or the value, or edit them individually.

  9. Once you're happy with your changes, click the Save Changes button at the top right of the page.


Tips πŸ’‘

  • If a user is missing from the targets page even after selecting them using the User filter, this is likely because they don't have any targets set against them for the chosen metric. To see them in the timeline graph, create a target against them first.

  • It's not currently possible to set targets for rolling metrics or conversion metrics.

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! πŸ’™

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