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1. Navigating to the Goals Page
Click on the Goals module located on the left side of your screen to open the Goals page, where you can upload the goals
2. Click on the Dropdown Arrow Next to the Create Goal Button
After clicking on the Goals module, the Goals page will load. Here, you will see all your company goals, department goals (based on your visibility), and your own goals. At the top right corner, you will find the Create Goal button. Next to it, there is a dropdown arrow. Click on this dropdown arrow to view additional options
3. Choose Import from CSV
Once you click the dropdown arrow, you will see four options. Select the Import from CSV option to upload bulk goals
4. Download Import Template
An Upload OKRs window opens, the first step is to download the required template for uploading goals. Click on Peoplebox OKR Import Format.xlsx to download the template file for bulk goal upload. The template will show the correct format in which goals must be entered, along with a sample goal for your reference
Please ensure that all column names remain unchanged. You cannot edit, rename, or reorder any columns. The template must stay in its original format for the upload to work correctly
5. Uploading the CSV File
After entering all your goals in the correct template format, follow the same steps mentioned above. Select the Import from CSV option under the Create Goal button. This will open the upload window again, where you need to upload the CSV file you created for the goals
6. Goals Import via CSV (V2)
This article explains how to create, edit, and delete goals in Peoplebox using CSV/XLSX upload. It covers file formats, mandatory columns, goal actions, milestone rules, and review cycle requirements: Goals Import via CSV (V2) | Peoplebox Help Center