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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.

Written by MaryGrace Flores
Updated over 5 months ago

👤 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.

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