Goals & Steps
Break large goals into workable steps, execute daily, and keep visible evidence of progress.
Who this is for
Members actively working through one or more engaged goals and needing structure for day-to-day execution.
Step-by-step
- Open a goal and review step order, durations, and current status.
- Move the next 1-3 high-impact items into Today's Actions.
- Complete work and log evidence (note, link, or upload).
- Mark daily completion or full-step completion as appropriate.
- Review completed items weekly and adjust the upcoming sequence.
What good looks like
- Only a small number of active items are in Today's Actions.
- Evidence is logged consistently, not only when things go well.
- Scope is adjusted quickly when planned versus actual drifts.
- Primary goal stays clear and secondary goals remain limited.
Common issues and fixes
- Plan feels too large: reduce active goals and shorten daily load.
- Missing evidence history: use completion modal for every done action.
- Step timing feels off: edit durations and regenerate lower-level tasks.
Related help
Documentation details
- Last updated: February 16, 2026
- Doc owner: Product Documentation Team
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