Use this article if you’re an admin or manager and need to hand a group goal to a new owner, for example when someone leaves your team or changes territories.
Quick answer
Open the goal, click Edit Goal, choose a new person in Goal Owner, and click Save. Confirm the transfer when asked. The new owner must be a manager or admin, and the goal must be a group goal.
Before you start
- You must be an admin or a manager. Reps can’t transfer goals.
- Managers can transfer only goals they own. Admins can transfer any goal.
- The goal must be a group goal (a goal with at least one other user on it). See “Can’t transfer a Personal goal?” below.
- The new owner must be a manager or admin. There’s no territory limit, so you can transfer a goal to someone in another branch.
Transfer a goal
- In the left menu, click Goals.
- Use the Goal dropdown to select the goal you want to move.
- Click Edit Goal at the top of the page.
- Under Details, click the magnifying glass next to Goal Owner.
- Search for the new owner and select them.
- Click Save. A Confirm Transfer message appears.
- Click Confirm. The owner changes only after you confirm.
When it works, you’ll see “Goal saved and ownership transferred.” Admins stay on the goal and keep full access. Managers return to the Goals page and can no longer edit the goal, because they no longer own it.
The goal’s progress, target, and dates stay the same. The “Owned by” line on the goal now shows the new owner.
Check who owns a goal
Every goal has a Goal History log. It shows each transfer, who made it, and when. Open the goal and look at the Goal History section.
| Column | What it shows |
| Change Time | The date and time of the change |
| Action | Created, Update, or Transfer |
| Result | What happened, such as “Goal transferred to <name>” |
| Changed By | The person who made the change |
Who can see it: Admins can see Goal History on any goal. Managers and reps can see it only on goals they own.
Don’t see Goal History? It’s available on all goals; however, only goals changes made after the October 2026 release will be displayed.
Troubleshooting
Can’t transfer a Personal goal?
A Personal goal has no other users on it, so it can’t be transferred. You’ll see “Personal goals cannot be transferred.” To fix it, click + Add User and add at least one more person. The goal becomes a group goal, and you can transfer it in the same save.
Seeing an error message?
| Message | What it means and what to do |
| Only managers and admins can transfer goals. | Your role is Rep. Ask a manager or admin to make the transfer. |
| Personal goals cannot be transferred. | Add at least one more user to the goal first, then transfer it. |
| Goal ownership can only be transferred to a Manager or Admin. | Pick a manager or admin as the new owner. |
Can’t find the new owner in the list?
The Goal Owner list includes managers and admins only. If the person you want is a rep, ask your admin to update their role first.
Still need help?
Still stuck? Reach out to your Trella Health Support team via chat or email support@trellahealth.com