start at the bottom under ‘goals’ start listing specific things you want to accomplish with a rough timeline

move up to ‘projects and start grouping your goals into larger accomplishments

move to ‘next actions’ and think about specific tasks/habits you can start to help reach those goals

timeline


quarterly

monthly

weekly

databases


goals

projects

next actions

  1. next actions - only manually enter information into the status, next action, monthly and select corresponding goals from drop down in goal cells - filter by pressing ‘all actions’ next to title

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  1. projects - only manually enter information into the status, project and monthly section - click on goal cells and start choosing your pre-made goals from a drop down

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  1. goals - only manually enter information into the status, goal, type of goal, monthly and quaterly sections -projects & next steps will filter automatically as you continue to fill in the page

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