How to bulk assign multiple goals from templates in Keka?

Keka makes it simple to assign multiple structured goals in one go using pre-defined templates. This feature helps save time and ensures consistency across teams, whether you're assigning goals to yourself or your team.

Where to Access Goal Templates

• For Employees (Self-Assignment):

  1. Go to Performance > Goals > Me

• For Managers & Admins (Team Assignment):

  1. Go to Performance > Goals > My Team

How to Bulk Assign Goals from Templates

1. Go to Performance and click on Goals.

2. Select either Me or My Team, depending on whether you’re assigning goals to yourself or your team.

3. Click the + Add Goal button.

4. From the dropdown, select Select from Templates.

   

5. Browse the categories on the left (e.g., Sales, Customer Success).

6. Check the boxes next to the goals you want to assign.

7. You can select goals from multiple categories in one session.

8. Click Add Goals at the top-right to assign the selected goals.

   

9. Optionally, customise goal details such as the title, metrics, and targets before finalising.

   

10. Once you are done with customising all the goal details, click on Publish.

    

Why Use Goal Templates?

Using templates ensures:

• Structured and repeatable goal setting

• Time-saving bulk assignments

• Consistency in objectives across teams

Whether you're working on OKRs, KPIs, or department-specific objectives, this feature helps you scale goal management while keeping everything aligned and actionable. Keka now makes it easier than ever to assign multiple structured goals in one go using pre-defined templates — saving time and ensuring consistency across teams.