Goals

Create strategic alignment from vision goals through projects to daily actions

Overview

The Goals system creates a hierarchy of alignment from your life vision down to daily tasks. This ensures every action you take contributes to meaningful progress.

The Alignment Hierarchy

Goals (Strategic Vision)
    ↓
Key Results (Measurable Progress)
    ↓
Projects (Execution Vehicles)
    ↓
Actions (Daily Tasks)

Goals

Goals represent your strategic vision organized by life domains. They answer the question: "What do I want to achieve in this area of my life?"

Life Domains

Goals are categorized into life domains:

DomainFocus Area
Career/BusinessProfessional growth, job satisfaction
Finance/WealthFinancial security, investments
Health/FitnessPhysical health, energy, nutrition
Family/RelationshipsFamily connections
Romance/PartnershipRomantic relationships
Personal GrowthLearning, skills development
Fun/RecreationHobbies, leisure, play
Physical EnvironmentHome, workspace
Social/FriendsFriendships, community
Spirituality/PurposeMeaning, values, purpose

Creating a Goal

  1. Navigate to Goals from the sidebar
  2. Click New Goal
  3. Select the life domain
  4. Enter goal details:
    • Title: Clear statement of what you want
    • Description: Context and motivation
    • Why This Goal: Your deeper motivation
    • Due Date: Target completion (optional)
  5. Link supporting projects
  6. Click Create

Goal Fields

FieldPurpose
TitleWhat you want to achieve
DescriptionContext and details
Why This GoalDeeper motivation
NotesAdditional thoughts
Due DateTarget completion
Life DomainCategory (required)
ProjectsExecution vehicles

Key Results

Measurable progress on a goal is tracked with Key results. See OKRs for how to define, score, and check in on them.

The Alignment Flow

From Vision to Action

  1. Set a Goal: "Run a marathon" (Health domain)
  2. Add Key Results: "Increase max distance from 6 to 20 miles"
  3. Link to a Project: "Marathon Training Program"
  4. Execute via Actions:
    • "Monday: 6-mile run"
    • "Wednesday: 8-mile run"
    • "Saturday: Long run day"

Viewing Alignment

Navigate to a goal to see:

  • All linked key results
  • Connected projects
  • Related actions
  • Progress toward the goal

Workspace Organization

Goals can be scoped to workspaces:

  • Personal: Individual goals
  • Team: Shared team objectives
  • Organization: Company-wide goals

Switch workspaces to view relevant goals.

Integration with Other Features

Projects

  • Link goals to projects that will achieve them
  • Multiple projects can support one goal
  • Projects show linked goals in the Goals tab

Weekly Plan

Review goal progress during your Weekly Plan:

  • Check key result progress
  • Realign projects to goals

Wheel of Life

Goals align with life domains assessed in the Wheel of Life:

  • Set goals for priority domains
  • Track progress across life areas
  • Balance attention across domains

Habits

Link Habits to goals:

  • Daily practices that support goals
  • Track consistency
  • Build systems for achievement

Filtering and Views

Goals Table

  • All: View all goals
  • By Domain: Filter by life domain tabs
  • Hide Past Due: Toggle to hide overdue goals

Best Practices

Goal Setting

  • One major goal per life domain
  • Write goals as if already achieved
  • Include emotional "why" for motivation
  • Review and update quarterly

Maintaining Alignment

  • Review goal-project connections monthly
  • Ensure every project links to a goal
  • Archive completed goals
  • Add new goals as life evolves