Goals & Steps

After creating a goal in the planner you can manage it here. The Goals page lists all of your goals and the steps required to complete them.

  1. View goal details to check timelines, progress percentages and daily commitment.
  2. Use View Steps to see the generated high level steps and mark them complete or add new ones.
  3. Click Create Plan on any step to break it down into action steps and to‑dos.
  4. Add steps or action steps to Today's Actions when you are ready to work on them.

Keeping your steps up to date ensures the performance dashboard reflects your real progress.