Skip to main content

Copying a Goal

Learn how to copy a goal in Equip to quickly assign the same objective to multiple participants. This saves time and ensures consistency when goals apply across your organization.

MaryGrace Flores avatar
Written by MaryGrace Flores
Updated this week

👤 Open the Participant Profile

  • From the Home Page, click the Participant whose goal you’d like to copy.

  • You’ll now be viewing that participant’s profile.


🎯 Select the Goal

  • Click Goals → choose the goal you’d like to copy.

  • This opens the goal details page.


👥 Choose the Participant to Copy To

  • Click the three dots (⋮) next to New Waypoint → select Copy Goal.

  • A pop-up titled Copy Goal will appear, allowing you to select the participant you want to assign the copied goal to.


📋 Copy the Goal

  • Select Copy Goal to confirm.

  • The duplicated goal will now appear in the new participant’s Goals list.

Equip Tip: For goals that are shared across multiple participants, using Copy Goal is the fastest way to maintain consistency and save setup time.

Did this answer your question?