Getting Started: How to Use This Template

1. Click the "Duplicate" button at the top of the template.
2. From the options, select "Add to Private."

A copy of the template will be created and will be available for you to use and customize according to your needs.

Menu Overview

The homepage is structured to give you a clear overview of your goals and progress, featuring four main menus: Goals, Action Steps, Life Areas, and Yearly Goals. Key sections like Life Areas, My Goals, and Status provide detailed insights into your goals for the current year, helping you stay focused and on track as you progress through the year.

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This guide covers the navigation menu, giving you a complete understanding of how it works. Additionally, step-by-step instructions are included for customizing the Year Tab and Page Covers.

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Goals

This section allows you to plan and track your goals. You can add, delete, or monitor your goals across various aspects of life.

1. Tabs:

• All: Displays all goals along with their progress bars and associated life area information. You can also filter goals by year.
• Manage: Provides a table view where you can manage all your goals.

1. Status Board:

   Organizes your goals in a board view based on their status:

   • Not Started: Goals that you have planned but have not started.
   • In Progress: Goals that you are currently working on.
   • Achieved: Goals that you have successfully completed.

2. This Year's Goals:

   Displays goals for the current year automatically. There is no need to manually adjust the year, as it updates automatically to reflect the current year.

Action Steps

This section helps you break down your goals into actionable steps, making them easier to achieve. You can add detailed action steps to outline the tasks required to accomplish your goal. Once you complete a step, you can mark it as "done" by checking the box, which will automatically update the progress bar for your goal. If you choose not to add action steps, the goal's progress will not be displayed in the progress bar. However, you can still mark the goal as "Achieved" using the status indicator once it is completed.

Tabs:

• By Goals: Groups action steps under their respective goals.
• All: Displays all action steps in a table format.

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Adding a new goal is demonstrated in the video below.

Note: Make sure to add the year when adding a goal. If the year is left empty, the goal won’t appear in the Yearly Goals section.

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G04.mp4

Life Areas

Categorize your goals into specific life areas. This template includes 6 predefined areas, but you can add or edit them as needed.

Tabs:

• All: Shows all selected life areas, including information on total goals, achieved goals, and a progress indicator.

• Manage: This tab allows you to manage your life areas. In the Display field, you can check or uncheck boxes to control which life areas show up in the menu. If you uncheck a box, that life area won’t appear in the menu.

  G03.mp4

Yearly Goals

View your overall goal progress year by year. Click on each year to see the entries for your goals and track your progress. This template includes years up to 2030, but you can easily add more years or customize the page covers as needed.

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NOTE:

Some sections of this template may need customization to better fit your preferences. Below is a guide with step-by-step instructions on how to adjust the sections of the goal planner.

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