Combine goalscapes?
We have created a couple of goalscapes (one for each team)... but have now decided a 'master view' would be advantageous. Is there a way to combine or merge separate wheels into a unified view?
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Support Staff 1 Posted by Richard Parslow on 27 Jan, 2022 06:19 PM
Hi Mark
Yes: you can C&P goals (and all their subgoals) across goalscapes. So to create a 'master view':
Please note that there is no sync between the Master goalscape and the original goalscapes you copied into it (updates in the Master will not be reflected in the originals). So to avoid versioning issues you can either:
a) Carry on using just the Master, sharing it with all the collaborators on all the original sub-goalscapes. If you do this, to avoid confusion you should also Delete the sub-goalscapes – you can also Download them as .gsp files to archive them (then if you ever need them again you can re-upload them).
Or
b) If you want to maintain the 'segregation' between the sub-goalscapes – ie share them with different (groups of) people – you can continue to use and update the sub-goalscapes (shared appropriately). Then whenever you want to see the overview (eg for weekly review meetings) you will need to repeat the above C&P process above to update the master with all the latest changes. Note that if you choose to do this, you can easily link the Master to the sub-goalscapes (and vice versa) using hyperlinks in the Notes fields.
Medium term we will build a facility to 'deep link' goalscapes such that changes to a sub-goalscape are automatically reflected in a Master where it is referenced.
All the best
Richard
2 Posted by marka on 27 Jan, 2022 06:37 PM
Excellent response, that clarifies everything.
A 'deep link' would be great, but knowing I can compile a master list
quickly for review purposes is helpful (we can't remove each person from
their goalscape if we adopt this a bit further, so would utilize Option
B) you outlined below).
Mark
Mark Anderson
Vice President
WorldServe Ministries
210-5460 152nd St.
Surrey, BC V3S 5J9
Toll Free: 1-800-414-7788
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Richard Parslow closed this discussion on 27 Jan, 2022 08:38 PM.
Richard Parslow re-opened this discussion on 27 Jan, 2022 08:38 PM
Richard Parslow closed this discussion on 18 Oct, 2022 12:11 PM.