GoalsOnTrack User Manual
Contents
1. 4 from iPhone app modified gt Test by Mary Mon Mar 5 test JavaScript meetup Sync Data and Settings For current versions of the mobile apps they all share a common app service instance so all data from different versions including the web app version will be automatically synced You do not need to do anything to sync between different apps Also all your settings configured in the web app version is automatically applied in the mobile app version 29 30 Tech Support If you have any questions which this document hasn t covered please contact our technical support at support goalsontrack com or send your feedback at http www goalsontrack com home faq We periodically publish news and updates about our website and products on our blog Please visit our blog at http www goalsontrack com blog 312. It s recommended to maximize vision board window to have a better view of goal picture slideshow Vision board has a few transitional effects for your goal pictures They are randomly display every time you run the vision board and in between slides There are some more options that you can further customize to make it just the way you like it Vision board requires Flash installed on your browser It should be installed by default on most recent versions of browsers except for on iPad If you don t have it on your browser you can install it from http get adobe com flashplayer 10 Goal Templates A goal template is a template from which you can recreate new goals without having to manually enter the same goal sub goals tasks and habits again When you use a goal template later you can customize how your goal is created such as assigning new deadline start date etc To create a new template find the goal you wish to build the template from and click Create Template button for the template creation page Please note that a template is always linked to an existing goal therefore if the goal is deleted the template linked to it will also be deleted My Goals Achieve mor Journal Reports Sample Templates Growth An 1 If you speak Spanish you can communicate wih almost 500 million people woridiwde Business 1 Think how many more employment options that gives you And If you want to take a trip ins to Spain or Latin Am
3. Simply drag and drop the goal titles to sort them into the order you want Then click Done reordering goals button The active goals are also displayed in the same order that they re shown on Goals page Upload pictures for goals You may assign a picture for your goal to help you Chanae doal piure visualize and motivate yourself to achieve it On Goals Start my own Business Choose an inspiring picture for your goal page click on goal thumbnail picture you will see a gallery of default pictures already loaded for your goals Pick on from this set or you can upload a picture of your own Please note acceptable picture formats are JPEG GIF and PNG files S22 or cancel Or upload a picture not available from above Upload A Picture Vision Board Another way to help you visualize your goals is to have a vision board where you can constantly see the pictures of goals that you want to accomplish To do this simply click on Vision Board button at the top of the Goals page Add Pictures You may select which pictures to display on your board All your goal pictures will be selected by default but you can also add more pictures directly to your board without adding them first for goals My Goals Vision Board Pictures Select piciures do be used on your vision board Els EE ae a Er Launch Slideshow To launch the vision board slideshow just click Start Slideshow button on the top right corner of the page
4. Update or clean up my social profiles 02 30 PM 0 00 2 00 O Goal Prepare mys for the new jot m ROGERS gt 8 04 PM Habit Tracker Back Habits Oct 08 Oct 14 A Mon Tue Wed Thu Fri Sat Sun Read for an hour per day Day 293 21 Checks 46 Formed 76 a The habit view lists all your active habits with each having a 7 day aa calendar consists of 7 checkboxes Play with kids for an hour each day am Day 293 30 Checks 33 Formed 26 ES Click on the white arrow icons on the top to move the calendar to a elele different week Habit formation strength is shown with a block shaped make a list before starting on a task Day 273 35 Checks 37 Formed 40 icon filling up in green Habit performance and stats is displayed under 5 the task name y test Hhabits A WIN Day 23 21 Checks 6 Formed 28 To add a check for a habit simply tap the green box on the 7 day elelele calendar Tapping it again will remove the checkmark To further edit a habit tap the right arrow in gray circle on the right to go into the details view gt a 5 Goal Journal L GoalsOnTrack lt Back Journal The journal view allows you to write your journal entries to take notes for your goals To add an entry just tap the icon on the top right corner Tap the entry row to go into the journal details view updated aga n Mar 20 hope everything works now more test Wed Ma O
5. Next week For some people it is always easier to have a list of goals and to dos on paper and take it with them as a reference GoalsOnTrack has a feature that allows you to print out your goals and tasks in a day planner format Harry Demo s Goals April3 2012 Active Goals 5 Create a better sales copy ns Tasks 0 1 Due 2012 04 26 17 days awa Become financially free in years ee Tasks 1 1 Due 2016 04 04 3 years away EF Launch iPhone app Tasks 6 6 Due 2011 12 25 106 d late 100 Q m Tasks 11 11 Due 2012 12 16 8 months away Finish reading my book 15 Tasks 2 3 Due 2017 04 15 5 days awa Today s Tasks 2 O E Research on sales copy writing 0000 0000 0000 0000 E Read chapter one 00 Notes When you click on Print Day Planner button on Dashboard page it will open up a new window with all your active goals and tasks currently shown on dashboard To print only tasks without goals simply move your mouse over Active Goals title and click the x link to hide goals section Next to each task on day planner sheet there are a line of small circles with a timer like icon at the front They are the time trackers that you can use to keep track of how much time you spend on each task Simply fill up these circles with a pen as you check off a task In current format each circle represents 15 minutes so the entire line can track up to 2 hours Goal Management One of the key factors i
6. priorities Click Done when finished Done To do this click on Reorder link at the bottom right of Due today section All tasks will be in color yellow indicating they are in sorting mode Move your mouse cursor over the task names and it will change into a cross arrows shape Next simply drag and drop the tasks to create a new order When finished click on Done link to save your new task priority order 18 Calendar Calendar page shows all your uncompleted tasks for the active goals Calendar Views View by Goals Be default Calendar page displays active tasks for All Goals You may choose to view only tasks for a specific goal by selecting a goal from the top dropdown list in the page title section View by Tasks or Tags Be default Calendar page displays only active tasks You may choose to view completed tasks by selecting the Completed tasks link from thenavigation links on the right panel You may also choose to view only those tasks that have a special tag Simply click the tag links on the right panel to see only tasks with that tag View by Month Week Day Click the month week or day buttons on the top right corner of the Calendar page to switch views showing tasks that are due for either the current month week or today To change to a specific month or week click on the arrow buttons under the page title section Click on today button to move back to the month week day view of today Colors Now Calendar uses
7. wheel charts By regularly reviewing these reports you will have a better understanding of performance with your goals and how well and balanced you manage your time and effort Goal Reports Click on Goal Reports link and you will see several PDF reports for your goals You must have a PDF reader such as Adobe Acrobat Reader to view these reports Task Reports Click on Task Reports link and you will see a form you can use to generate reports for tasks A task report must be specified a goal and a date range You can selectively choose if only certain types of tasks are included Progress Reports Click on Goal Progress link and you can view the progress charts for all your active goals over different periods of time The charts show you how much progress you have made on a goal over a selected period such as this week last 2 weeks or this month etc It is a cumulative chart meaning when you are near the completion of your goal your chart will fill up to 100 mark on the right To view the charts for different periods select the items from under the Periods heading on the right Time Reports Click on Time Management link and you can view two time usage pie charts For both reports to show data you must have used the time trackers or entered the hours when you complete tasks on goals By Goals Time usage reports by goals show you how much time you have spent on different goals and the percentages of your total time allocati
8. 0 checks 33 formed O make a list before starting on a task 90 days 18checks 40 formed Ll Each task has its own time tracker and quick popup menu to re schedule it to some other date or simply remove it Please note that only tasks scheduled for Today have time trackers For overdue tasks which are not completed yet after the due date they will be shown in a different section above Due today section where you can quickly reschedule them to today or some day later The habits section displays the habits that you haven t placed a checkmark for today Checking them off here is the same as checking them on Habits page Today s Stats and Navigation As you work on your tasks and goals the software keeps track of how much time you spent and gives you a quick view of stats on hours worked and tasks completed etc Stats Today Hours scheduled 5 40 ES ss In addition you can selectively view only goals Hours progress 74 Tasks scheduled 2 of a particular category or tasks scheduled for a Los A certain period By default the Dashboard will Tasks progress 41 display All goals for Today To change this default view simply click on a goal category from My Goals heading and or a date period under My Tasks heading Day Planner My Goals All 6 Contracting 1 Got development 4 Got marketing 6 Personal development 1 Planning 1 My Tasks Yesterday Today Tomorrow This week
9. Goal Templates page Your new goal fields will be prefilled with the template goal data which you can further customize The lengths of new sub goals and due dates of tasks will be automatically shifted according to the start date of the new goal 11 Goal Sharing Sharing your goals with someone who support you and hold you accountable can greatly increase your chance of success To share your goals make sure you already setup a few goals that you are currently working on Click the main Goals tab At the top of the Goals page click the Share button to go to the Goal Share page Dashboard Tasks Calendar Habits Journal Reports Active Goals Create Goal Reorder Vision Board Templates Share Select Goals to Share Next select which goal s you wish to share By default none of them is shared Then move down and click Save amp Share button Then your goals are shared at a public URL that people can access directly Goals to Share Select the goals you wish to share Goals in blue will be shared and those in gray will not be shared Create a better sales copy Start my own business O Become financially free in 5 years O Launch iPhone app O Greate a dev plan E Grow my income to 10k per month E Part time profit 2kimonth Website profit 8kimonth x Sharing Options Additional options for sharing your goals Accountability partners to notify of updates on my shared goals page
10. Joumal Active Personal development Goals 1 Learn iPhone development Tasks 3 15 Due Dec 31 2010 15 cays away he Bue today 1 a 8088 0000 0000 0000 000 0300 Geal Lesen iF hone deveispmen If your goal Progress Metric field is set with a non numerical value i e a line of text then you won t be prompted to enter a progress percentage when you complete a task The software will automatically calculate its goal progress with completed over total number of tasks Repeat the above steps to do a few more goals and tasks and very quickly you will get the general idea of how the software works for adding goals and tracking tasks Then you can proceed to remove your test data and get ready to create real goals for yourself Dashboard The first screen you see after logging in is the Dashboard page This is the page that displays all your active goals and due tasks habits and some stats for your work day Active Goals This section shows all your active goals and their status and progress information An active goa means a goal that has been created but not yet accomplished or postponed back burned Increase Personal Development and Self Growth 2 9 Tasks 0 0 Due Dec 31 2012 8 months away Oo Complete Saas online course 0 TARA 42 Tasks 11 26 Due Jun 1 2012 53 days away Number of completed tasks created tasks Overall progress of goal Goal status On Track Lagging Behind etc Toggle
11. Vancouver IT Services Inc GoalsOn Track User Manual Last updated June 19 2013 Table of Contents Introduction eersten sois stirrer innana E eine rA EENE OEE ddececaccccaaaaaadaaseansecsesceccccaasaaseaasedse 1 Getting Started A o eed tenons enpenn sens ste tetes n sens essisse 1 LOBIN lc 1 A A TT 2 Dashboard PA IO 4 Active Goal uri catas 4 Tasks Today Yesterday Completed Habits etc ss 4 Today s Stats NANI ai 5 Day Planea i 5 Goal MINIMO Ai a A ia 7 Create a SMAR MG iii A das 7 Goal Progress iii adas 7 Create Sub Goals cimil A re ELE 8 Manage Yor Goal Suicidas 9 O eee ne nn ne Ne 10 Goal Templates issus in ad 11 Goal SKariNg SR PO oa 12 Task and Time Tracking a 13 TASK VOW rd ee TOE E re E ee 14 Manage Task iii a a AEE 15 A Ne E N 17 Create Priorities via Reorder Link sise 18 A NO 19 Calendar Vie WS vectra are Ad A ec 19 Schedule TASKS ccoo 19 Sync with External Calendars oisiis sssacscsgccscccvedesadvacsssacededesace sce sdccdassiansetsecoaceatadssidsccessccdeacdbasesdseadecands 19 Habit Tracker AAA O EEIEIE T 21 Add Edit RemoOve Habits iii dad 21 Link Habits to Goals iii NE 21 Track Habita NN CR 21 Habit Strength ii tic Ut ER 22 A a TN O AE OOR OOE E OO sss 23 Manage Journal Entries ici At a A 23 Views and Search aries voii A iaa 23 contidentiality TATE atico 23 REDON is teces san ceds Sedaasconcteccccecaacselccdeoascedesececeantasdeasesaadecsseseeccseeveddensenesscseseneccceeageedesecsdscass
12. ast set a Progress Target meaning the target result when the goal is accomplished The software will use the information you entered here to track your goal progress There are three types of data you can set for this field and your goal progress will be tracked differently 1 Blank default If left blank for this field the program will assign Goal accomplished as the default metric Whenever you complete a task for this goal the progress will be calculated as the percentage of the total number of completed tasks out of all tasks added to that goal 2 Asentence text with no numbers If you set the progress target result as something of a textual format such as Product is launched I bought the house etc the goal progress will be computed as the percentage of the total number of tasks completed over all tasks created Same as above 3 A numerical value number If you enter something such as 1000 200 orders etc your goal progress will be measured by that numerical value Whenever you complete a task it will ask you to enter the amount accomplished by completing that task This amount will be added to the goal to calculate its overall progress Please note that goal progress is only updated when you complete a task and that s the only way to do it It is purposefully designed this way to force you to take action on your goals However if there is a situation where you need the goal progress
13. ation Change Account Info Click Account Info link under the Edit Settings heading Please note that the Time Zone field will determine what time you receive reminder emails Change Login Password Click Login Password link under the Edit Settings heading Your new password will be effective next time you login Change Page Titles Click Page Titles link under the Edit Settings heading The Main Title is what is shown in bold letters on the top left corner of the page The Sub Title is what s displayed in a smaller font on the top right corner of the page This can be a motivational or inspirational quote or anything you want My Goals Dashboard Settings Change page titles Main Title My Goss Sub Tite Achieve more everyday Customize Email Reminders Click Email Reminders link under the Edit Settings heading You may choose to receive email reminders on your goal task summary and our newsletter annoucements You may add more than one email address here for Email Reminders To add more than one simply separate them with commas e g mel Oemail com me2 email com me3 email com 26 Import Tasks from Other Software You may want to import tasks from other software programs such as Microsoft Outlook Google Calendar etc First you will need to export the tasks data from these programs to a file Then you upload this file to GoalsOnTrack via the Import Tasks page After it s successfully uploaded you can sel
14. can help you reach your goals in a systematic approach Getting Started Login After you sign up you will receive your username the email address that you used when making the payment and a default password which you may change later There are two links to sign in to the site 1 Normal Login http app goalsontrack com login 2 Secure Login https app goalsontrack com login Sign In Login to your GoolsOnTrock occount El remember mr Sign in Forgot your password Either way you will be logging into the same account on the same site The only difference is that Secure Login session is accessed via SSL HTTPS connection which means all data transmitted between your computer and the web server you log on to is encrypted and secure However some people prefer Normal Login as it is technically a little faster than Secure Login First Steps When you sign in for the first time there is no data stored in your account This is the time you need to setup a few things to get started such as creating a goal adding some tasks etc However since you re just getting started it makes sense to create a test goal and maybe enter some more test data just to get yourself familiar with the software before you commit your full goals and action plans to the program You may want to follow the first few steps listed below to get started 1 Create a Goal Click on Dashboard or Goals main navigation tab On both
15. ectively import only those tasks you want to import for your goals For details please follow the instructions on that page Export Tasks Data Click Export Tasks link under the Edit Settings heading You can choose which goal you want to export data from Then select if you want to export all tasks or only active or uncompleted tasks The exported tasks data is in CSV format which can be easily imported by most software programs Member Bonuses Click Member Bonuses link under the Edit Settings heading Here you can download member only materials such as e books special reports etc 27 iPhone Android and Mobile Apps GoalsOnTrack iPhone and Android apps are available for download on Apple App Store and Google Play Store The mobile web version can be accessed in the web browser on most smart phones at http app goalsontrack com m The mobile versions of the web app can be used together with shared account data on the main server Therefore in order to use the mobile apps you will need to login using the same username and password received for the web version You only login once and it will remember your password and automatically login next time With current versions of mobile app it does require a stable WiFi or 3G connection to the internet Goal Management The goal management function in the mobile app is very similar to the web app Be default you will always view the Active goals grouped into different goal ca
16. enca a tie knowledge of Spanish will go a long way le Tompi Use this template to create an action plan for your language learning goals You can Sample Templates custombge if to another language and ado your own tasks or habits that you fing useful Aa 10 in language leaming gt Famity 2 Pian Leam pase nisn in months Growth 2 3 Subgeal Task Tasks 2 Habit Health 2 Money 2 Work 2 Write a book Whether you choose 60 days 30 days or amp months as your goal all that matters is nal you commit to if and implement a schedule that will get you there Choose a realise ime frame that you tan stick to A litte bit every day is betler than trying to de loo much and then giving up Use Mis template as a starting poin in your Dook writing joumey You customize il to mater your cn writing process or methods The basic idea is to have a general guiding map 0 hal you always see your progress and have the end picture in mind n Wrse a book in E months 3 Subgoas 115 Tasks 0 Habits By default the software has a few built in templates for creating some very popular goals such as losing weight starting a business etc They are grouped into categories such as Family Growth Health Money and Work These templates are sample templates that are shared with all users so you can only use them to create goals but not edit them To use a template of your own or from sample templates click the Use Template button on the
17. harrychesss gmail com O Protect my shared goals page with a password E Allow comments on my shared goals page sup sramno 12 Add Accountability Partners Coaches If you don t want everyone to view your shared goals you may choose to share them in protected mode by assigning a password Then you can share the password with only people you do want to see your goals If there is an accountability partner or coach you are working with you can also add their email addresses to the Share Options notification list Then whenever you make any changes progress to your shared goals people on that list will get notified Calendar Habits Joumal Reports Active Goals Start my own business Tasks 37 Due Dec 29 2014 21 months away a7 43 Description achieve financial freedom fully realize my potentials Create value for this world to be a better place Category business Metrics Shipped my first product Start Date Apr 12 2012 Action Plan Subgoals 7 Tasks 1 Habits Detais Main Goal Start my own business 391 Days Task Brainstorm for business ideas recurring Task Traffic Habit Read for an hour per day Action Taken EE Read for an hour per day Mar 11 2013 ET Read for an hour per day Feb 27 2013 e Habit Read for an hour per day Feb 26 2013 E Read for an hour per day Feb 25 2013 Read for an hour per day Feb 23 2013 Es la Lu 3 Task and Time Tracking Two of the most impo
18. ies tags and life balance wheel charts Due today 3 O Do this every week 0 28808 0001 0000 1110 1300 O Test run the product LEE p 0 00 0 30 o O Give someone a call and find out more eeee 0000 0001 ia 0 00 1 00 O To start the timer for a task click on the small clock icon before the gray dots While the timeris running these gray dots start to fill up in green Each dot represents 15 minutes so on Dashboard it can show you the timer progress for up to 4 hours If a task will take more than 4 hours it is recommended you further break down the task into smaller tasks This is a good way to prevent overwhelm and procrastination 17 To stop the timer just click the clock icon again You can start stop restart a timer any number of times you want The total accumulated minutes will always be tracked Also you don t even need to keep your browser window open These trackers will still track your time when you leave the site When a task is completed on Dashboard page it will show its total time Create Priorities via Reorder Link On Dashboard page you can quickly assign priorities for your tasks by sorting them into a new order Due today 3 O Do this every week 0 Goat Practice reading aloud for 30 days 8800 0000 0000 0000 112 1200 E Test run the productidea 18 0000 0000 0008 000 00 O a de NUE 0000 0000 0000 0000 000 100 create a bus Drag and drop tasks to reorder their
19. iod such as Toady This week or This month etc To do this click on items listed under View by Date heading View by Goal You can view all the tasks for a single goal Click on any of the goal titles when you are on Tasks page It will display a single page view just for tasks of the selected goal This view separates tasks into two groups Active and Completed tasks Switch between the two views by clicking the links shown under View by Status heading on the right 14 Data Columns There are two kinds of views for each task brief view and details view By default only brief view is shown Click on the task title link to reveal or hide the task details view Here are more explanations on what those task fields mean in each view e Task Name tasks due today are shown in black color due tomorrow in green overdue in red e Scheduled Actual Time amount of time to complete the task in hh mm format e Due Date for days other than Yesterday Today Tomorrow it will be shown in full date format e Action buttons schedule edit add subtask and delete e Details click on task name link and an extra view will be shown to display detailed data O Fix 2011 000000 Thu Dec 30 ria Due om Bec 30 2010 Estimated hours 000 Completed on Actual hours 0 00 Priority Mane Togs Progress on goal Goal target 20 days Hote Manage Tasks Add Edit Tasks To add a task click Add a task link just below the tasks lis
20. n accomplishing goals is to find a way to effectively manage and organize them so that you can keep your progress on track GoalsOnTrack provides many useful features to help you achieve this Create a S M A R T Goal Setting a SMART based goal is a great way to start with accomplishing whatever you want to achieve A SMART goal simply means that it is Specific Measurable Achievable Attainable Realistic and Timely Time bound Click the Create Goal button at the top of either Dashboard or Goals page and then answer the questions for each field on the goal creation form and you will be creating a SMART goal Please note that you can always come back and edit the information you have entered here Create goal Goal Name What is your goal lancia Description Purpose Why do you want to achieve this goal because want to have the free time to travel around the Start Date When do you plan to start on it 8 June M 2013 M Deadline When will it be achieved 8 M Juy 3 203 MO Category What category does it belong to Or choose one v Progress Target What is the measurable end result when it is achieved signups 120 Ibs Progress Start What is the current status Goal Color for Calendar page kd O Iwill update goal progress manually e g weight loss goals etc Show this goal on Dashboard Create this goal Cancel Goal Progress When you create a goal you should at le
21. on for all goals Each goal is represented with a different color 24 By Goal Categories Time usage reports by categories show you how much time you have spent on different categories of goals and their percentages of your total time allocation Each goal category is represented with a different color This report usually indicates how balanced you are with your life Ideally each main category of your goals should have equal amount of your total time allocation To view the pie charts for different time periods select the items from under the Periods heading on the right Life Balance Charts Click on Life Balance Wheel link and you can view four reports each showing a wheel chart Each wheel chart is divided by the goal categories defined on your goals A colored shape shown within the circle represents your actual effort or performance in that particular goal category If you are balanced in all categories the shape should resemble most closely to a round circle Goal Balance It shows how many goals you created postponed and accomplished for each goal category within the time period Action Balance It shows how many tasks you created and accomplished for each goal category within the time period Habit Balance It shows how many habit checks you marked for each goal category within the time period Time Balance It shows how many hours you have worked on each goal category within the time period 25 Settings and Customiz
22. page and make sure the Calendar for dropdown list have All goals selected then right click on the iCalendar link next to the dropdown box and copy the link address This link will sync all active tasks goals and sub goals under your account 20 Habit Tracker Forming good habits is an effective way to make behavioral changes required for achieving your goal With Habit Tracker you can easily setup habits that you want build and keep them on track Habit Tracker New Habits 4 Mon Tue Wed Thu Fri Sal Sun y Rise eariy in the mornin Day PECERA Checks 50 A 795 000 090 Work for at least 6 hours a day Day 432 21 Checks 38 Formed 42 o o 7 Work out 2 times a week __ Day 432105 Checks 26 Formed 10 3 8 Review and plan for next day every night Day 288 79 Checks 14 Formed 31 Agd anaoi Week Jan 17 Jan 23 Add Edit Remove Habits Managing a habit is a very straightforward process To add a habit click on Add a habit link at the bottom of the habit list To make changes simply click on a habit s title link To remove a habit click Delete button on edit habit form Link Habits to Goals You may link habits to your goals so that they are shown on Habits page as grouped by goals Be default no habits belong to any goals To add a habit to a goal select a goal from Which goal does it belong to dropdown list when creating or updating a habit Track Habits After a habi
23. pages at the top right area of the page there is a Create Goal button Click it to load the goal creation page Then fill out the goal form according to the instructions Click on Create this goal button to create your very first goal My Goals If you realize that you have ene Calendar Juma Reports Dashboard reate Goal Print Day Planner Were in Joumal 2 Add Tasks to a Goal Click on Tasks tab on the top navigation bar Under the goal you ve just created click on Add a task link Enter the task name and set a due date to Today You may ignore the rest of the fields for now Click on Create this task button and a new task will be created for the goal Repeat this step to add a few more tasks My Goals Dasha Tasks for Complete contract work for Alan and Adam Autre Tin CICE andali ES secs it aanta 3 Complete a Task and View Goal Progress Click Dashboard tab You will see your goal listed under Active Goals section and its supporting tasks scheduled as Due today To complete a task click the checkbox before a task s name You will see a dialog popup asking you what progress and how much time you have spent on them Enter a percentage i e 10 and click Complete You will see the task is now listed under Completed today section and your goal s progress is updated If you realize that you have enc Calendar Habits Jounal Repons Dashboard Create Goal Font Day Planes We in
24. rtant factors for whether or not you will accomplish a goal are what actions you take and how you manage your time GoalsOnTrack can help you achieve goals through effective action taking and efficient time management It provides many features to support your task management for achieving both personal and professional goals 13 Calendar DES Journal Repons Tasks view by Status y Do research and create a business plan il hr O Tesi run ie product ide Gi ES Xx Ea Es run tie product des Compleled Tasks A T 03 x Adega tax C3 Schedule tasks b All 8 Start my own business biegilin 2 Business revenue reaches 2000 O Make a business plan Ago a tas E Schedule tasks Practice reading aloud for 30 days O Be this every week ball O Ekti bug Today O Genis every week This week O Bethis every week This Monti Read book Time and Now for 10 days Task Views Default View By default Tasks page shows you the active tasks scheduled for all your active goals Under each goal it lists up to 10 most recent tasks created with more accessible via the More gt gt link View by Category You may choose to view only tasks that belong to a specific goal category You can do this by clicking any of the navigation items under View by Category heading on the right Your choice is remembered so that next time you come back to Tasks page this will be your default view View by Date You may also view tasks scheduled for a certain per
25. s the goal deadline but you can change it to an earlier date Note additional information about the task Goal select another goal if you want to move the task to be under another goal Email reminder if checked you will receive three email reminders before the task is due The fields in blue color are optional and by default hidden on the form You can view these fields by clicking the More options link at the bottom To edit a task click the pen on write pad icon to the right of task data row You will see basically the similar form like when creating a task Make changes as needed and then just click Save to update a Complete Tasks You complete a task by clicking the checkbox right before the task name Depending on the task s goal you may be prompted to enter data for the progress this task has made toward its goal You may also record how much time was spent on the task If you have used time tracker for the task the time field will be automatically filled out for you Complete task Update user manual x 0 15 format h mm or leave it blank How much time was spent on it When was it completed 19 M January 2011 Completa or Cancel You may complete a task on Dashboard Tasks or Goal Dashboard page Once a task is completed ts goal status and progress are automatically updated On Dashboard your work status is also updated to reflect
26. showing or hiding sub goal section As shown above each goal shows its status indicator task counts deadline date and progress percentage These stats change whenever you complete tasks for a goal and it gives you an overview of how you are doing with each of your active goals Tasks Today Yesterday Completed Habits etc To accomplish any goal you must do something This something is the task or action you take that moves you closer to the end goal Under the Active Goals section the Dashboard page shows you exactly what tasks you ve scheduled for today tomorrow or this week etc This is also where you should plan your day and check off the tasks as you complete them Due today 2 Progress Research on sales copy writing a E Goal Create a better sales copy O 0000 0000 OOOO 6088 0 00 1 30 E ma En Ahead Read chapter one E O q Finish reading my book 000800 0000 0000 0008 0 00 1 00 Y ES on track Task tags Task timers Reo Move to today Completed today 2 Hours actual planned Move to tomorrow Move to next week more one on one 0 50 Goal Website profit 8k month 0 20 1 00 Today Move to later M ditati 0 Delete Morning meditation 251 Goal Become financially free in 5 years 0 25 0 30 Today Quick menu to reschedule tasks Habits today 3 Read for an hour per day a m Goal Finish reading my book WUE ES SPOILERS VERSET O O Play with kids for an hour each day 110 days 2
27. sseecceatine 24 Goal Reports is eal o A deste Dee Aone Ciena diet 24 Task Report ii a eked aa He dace yee iets ues 24 Progress REPO firent sn A a S aaa EEan aida 24 TIME ROOTS id dd ited 24 Life Balance CAS A a le Ae 25 Settings INd CUSTOMIZA ION cacon cc ccaes svc dceecevsescceceeseeccteuesedeceduevececsdodeceecostavevsuaseguedscedeuesevedecscverseee 26 Change ACCOUNME NEO aiii iaa 26 Change Login Password iria a die 26 Change Page Miles A A A A dure rend 26 Customize Email Reminders iia tadas poe 26 Import Tasks from Other Software sisi 27 ExpOrt Tak Dada A a dr nent de va dot 27 Member Bonus ci id tas 27 iPhone Android and Mobile AppS coooooccccccccoonaccnnnnnonancncnonanaccnonononcnnnnnnanannnnononcnnncnnonnnccnnnonaccnnnnonans 28 Goal Management rest A A A A id aa 28 TASK IMM AA A e da 28 Habit Tracke AA A A tenta ue 29 Goalllournal iia di se hie at le e les del Pe e el ae lA 29 Sync Data and Setter A A aes hues eesti ee o PIESE 29 Tech SUP POM 55 rene nel ccaveucceseeencecveesevdecnstanseiececosvabetstudeyestsdessdiecccuctssedesscacueettescesssvecscsouseetes 31 Introduction GoalsOnTrack is a web based goal setting and personal achievement program designed to help you accomplish both personal and professional goals It s an integrated tool that allows you to set SMART goals visualize desired outcome create tasks and take action manage your time track progress motivate yourself and keep track of all things that
28. t is created you can use the weekly calendar to mark the days when you keep that habit To mark a date simply click on an empty green box for that day on calendar To remove a check click on the check mark and it will be removed As you add remove check marks for your habit your progress is automatically tracked by the software It calculates how many checkmarks you ve placed and how many days have passed since the habit was created Based on these values it will show you an estimated strength of your habit on a percentage basis The 0 means habit is not formed at all The 100 means the habit is fully formed and you should expect to own that habit without any further intentional effort 21 Habit Strength The habit strength is calculated from three numbers 1 Total number of checks 2 Habit repetition times per week 3 The number of consecutive checks specified as forming the habit For example for a daily habit to form 100 you will need to mark 21 or whatever number you specify consecutive checks over the last 21 days For a weekly habit they have to be marked within last 147 days 7 x 21 147 For a habit repeating 3 times per week you will need to mark 21 marks over the last 49 days 7 x 21 3 49 so on and so forth However you don t need to remember how it s calculated Simply by checking the percentage and the status icon which is going to fill up more as the habit strength grows you will know how strong yo
29. ted for a goal An in place task form will slide open and ready for your input Here are some explanations about those fields on this form add a task CJ Schedule tasks More Enter task or action step When ts the due date 19 January 2011 El Today Tomorrow Later Tags Estimated completion time 40min 30min ihr 1 5hr 2hr Shr Create this task or Cancel e Task or action step name name of your task recommend using verb noun form e Due date the date when you want to complete this task A task should not take more than a day Otherwise we recommend you break it down into multiple tasks e Tags list of tags for this task optional These will be displayed on dashboard as labels markers before task names Sample usage Call Meetup A B and C etc e Estimated time amount of time to complete the task optional 15 Priority high medium low You can also create priorities by reordering them manually on Dashboard page Progress this field should be left blank when you are creating not editing a task When you complete a task depending on what kind of goal the task belongs to you may be asked to enter value for this field Time spent similar to Estimated time field where you may set it when you complete a task Recurring options first choose daily weekly or monthly and then select which days to repeat Stop recurring by by default it
30. tegories To add a new goal tap on the sign on the top right corner Tap on a goal to drill down to the goal details view Then tag on the forward arrow icon on the top right to access the command menu to edit delete complete or add sub goals Task Management The main task view has three groups of subviews one is for active tasks due today one for all active tasks and the other for completed tasks Tap on a table row to drill down to the task details view where you can see further details or edit the task and track time etc To complete a task simply tap on the checkbox in front of the task name To track time tap on the Start Timer button on details view A small clock icon will show up right next under the checkbox before the task on the list view You can quit the app while a task timer is running and come back to stop it The time will still be tracked 28 wi ROGERS gt 9 36 AM lt Back Active Goals Active Achieved Postponed business Start my own business rrrr 43 On Track 7 Hat Become financially free in 5 years I 3 On Track Launch iPhone app resercr 75 On Track Create a dev plan cerro 50 Well Ahead il ROGERS 11 04 AM o m lt Back Tasks Today Active Completed Evaluate myself and list what 1 lack for the new job 0 00 2 00 Goal Prepare myself for the new job Improve my resume 12 00 PM 0 00 2 00 Goal Pr are mysi for the new job
31. the color assigned to your goal to display its tasks and sub goals When you create a goal a default gray color is assigned But you can change this color to any color you want All tasks and sub goals that belong to a same goal will show the same color on Calendar Schedule Tasks You can easily move tasks around on the calendar to reschedule them Simply drag a task and drop it to a new due date To edit a task directly from Calendar page click on task name and a popup form will appear Sync with External Calendars To sync GoalsOnTrack calendar with an external calendar program such as Mac iCal Microsoft Outlook or Google Calendar you need to use the iCalendar links of your goals to import to these external programs To copy the links go to Goals page Right click on iCalendar link and then select Copy link 19 address from the context menu Then you can paste that link into your external Calendar program The screenshot below illustrates the steps Create Goal Reorder Goals Vision Board El Edit MH Delete MiCalendar Open link in new tab 0 Open link in new window Open link in incognito window Copy link address Inspect element All 15 Business 1 Most calendar programs will automatically pull these links and refresh the content automatically for you So you only import once and your tasks should be always updated in these programs To sync all goals and tasks go to Calendar
32. to 5 entries To view additional entries click on the pagination links at the bottom To add a new entry click on Post new entry button on the top title bar Only thing required for an entry is the content field and the rest are all optional There s no hard limit on the size of your entry but it s recommended that you keep it within reasonable length To edit or remove an entry click on the Edit or Remove links next to the entry title Views and Search archives You may view the entries for a particular goal by selecting a goal from the Entries for dropdown list on the title bar You may view the entries from a particular month by clicking on a month link under Archives heading on the right column of the page If your entries have tags you may also see entries under a tag by clicking on the tag link To search for a particular entry you can type in your search keywords in the search box above the Archives heading Confidentiality All journal entry data stored on server is encrypted meaning that even our webmasters or technical staff cannot view your journal content When you see a journal entry in the software it has been temporarily decrypted and displayed back to you so that only you can view its content This ensures the maximum privacy of your journal data 23 Reports There are five groups of reports and charts available in the software goal reports tasks reports goal progress reports time usage reports and life balance
33. updated without any action being taken on your end you can simply create a quick task for example review and update goal status and then update the goal progress accordingly Progress Start is a new field we have recently added It allows you to set a starting point of where you are with your goal It can be very useful if you are setting a weight loss goal where the progress start number is greater than the target By default you can leave this field blank and value O will be used for the starting progress Manual Tracking If you check the checkbox I will update goal progress manually whenever you complete a task the software will prompt you for the current progress on the goal and then use whatever you entered as the current progress without doing any calculations For example for a weight loss goal you may use this feature to enter your exact scale reading as the goal progress Create Sub Goals You may break down a larger goal into smaller sub goals You can think of sub goals as milestones or logical steps to achieve your main goal Creating a sub goal is almost exactly the same as creating a regular goal except for the extra field named Parent Goal Completion This field defines how much completing the sub goal will contribute to its parent goal progress For example if you have one main goal which has two sub goals each has 50 for its Parent Goal Completion field then when you complete 50 on a sub goal
34. ur habit is 22 Journal Keeping a journal about your goals is a great way to keep yourself accountable and motivated while you are on the journey of goal accomplishment My Goals Dashboard Goals Tasks Calendar Entries for an Goals Y Weekly review Goal Increase Personal Development and Self Growth March 2012 2 Its been a good week and have got a lot done Life s been good at work and away Between playing on the January 2012 11 ladder jumping lots of calls trading out our gear for loaners while it got inspected and washed Monday was a smooth one driving Engine 7 December 2011 24 November 2011 25 Uctober 2011 28 Tags review September 2011 26 August 2011 27 July 2011 24 June 2011 24 May 2011 22 April 2011 29 Strategies for improve site performance and speed Goal Increase GOT speed to under 1s page view upgrade hardware server March 2011 26 compare server environments rails ruby versions jems etc checkout source on new server Febna 2014114 launch a test site on new server January 2011 18 test major functions of new site on server import live database December 2010 26 test functions and speed create a switch plan November 2010 25 backup data and files A Manage Journal Entries To view your journal entries click on the top Journal tab By default it shows all the entries you ve made for all active goals Each page displays up
35. your hours and performance 16 Un complete Tasks Once a task is completed it will be hidden on Tasks page or moved to Completed section on Dashboard page To un complete a task go to the Tasks page for that goal and click Completed Tasks link on the right and then uncheck the checkbox Remove or Reschedule Tasks To remove tasks one by one simply click the red X icon on the far right end of a task row To remove multiple tasks at once first go to the Tasks page for a particular goal by clicking on the task s goal title at the top or click on More gt gt link at the bottom Once on Tasks page for a single goal at the bottom click Remove all link and it will remove all tasks shown on current page and all those beyond that page To reschedule a task to a different date click on the calendar icon and choose what date to reschedule the task from the popup menu Another way to quick reschedule tasks is to do it on Calendar page Simply click on Schedule tasks link at the bottom of the task list and you will go to the calendar page where you can drag and drop tasks to move them to their new dates Please note that removed tasks cannot be restored Track Time It is recommended you use time trackers on Dashboard page to track time spent on all your tasks It not only gives you an accurate report of how much time you spend on each task but more importantly it can show you other time usage reports by goals categor
36. your sub goal will show 50 progress and parent goal showing 25 50 x 50 In other words parent goal progress is calculated as the total sum of all sub goal progress plus whatever progress made on tasks that belong directly to the parent goal Parent Goal Progress Sum of all Sub Goals Progress Parent Goal Tasks Progress Manage Your Goals View by status The goals you created are grouped into three different types active goals accomplished goals and back burned postponed goals A back burned goal is a goal that you don t want to work on for now but perhaps to postpone for future On Goals page you may view goals by these three different groups Each page will display up to 10 main goals and there are pagination links at the bottom if you have more than 10 View by categories You may want to see your goals by different categories you assign to them Click on navigation links under Categories heading on the right View by Status Active Goals Accomplished Goals Backburned Goals All 28 Contracting 1 Got development 4 Got marketing 6 gt Personal development 1 Planning 1 to show goals that are grouped into just that category You can assign whatever different categories as you want Reorder goals By default goals are displayed in the order of the time they are created To change this order click on Reorder Goals button on Goals page You will see a list of goals that you can reorder
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