Goals

A goal gathers the tasks that help one outcome succeed, such as “Close the Q3 books” or “Open a new branch”. A goal’s progress is worked out from the tasks that are done. Open it from the menu Work › Goals.

How to

Create a goal

Go to Goals and press New goal
Enter a Title (what do you want to achieve?) and a Description
Choose a Priority, set a Due date, pick a Colour, and add a Cover image if you like
Press Create goal

Add tasks to a goal

Click the goal to open its details
Press Add a task (or Add the first task if it has none yet)
Fill in the task and save. The task also appears in To-dos

Alternatively, open a task on the To-dos page and choose the Goal field.

Choose a view

The bar at the top has several views:

Goals — cards or a list of all goals (switch under Layout: cards / list)
Dashboard — goals in progress, average progress, completed tasks, and anything overdue or due in the next two weeks
Roadmap — goals laid out over time
Board — tasks in To do / In progress / Done columns; drag to change status
Timeline and Calendar — see tasks by date

Filter by whose goals they are

Under Whose goals, choose Mine, Shared with me or All.

Press the Share icon on the goal card (owners or co-owners only)
Under Share with, choose people, groups or the whole organisation
Choose a permission:
- View only
- Editor — can edit the content but cannot delete or reshare
- Co-owner — can do everything, including delete and reshare
Press Add. To stop sharing, press Stop sharing

Edit or delete a goal

Press Edit on the card to change its details, or press Delete. Careful: deleting a goal also deletes all the tasks in it.

You can ask Summy too

“What goals do we have, and how far along are they?”
“Create a goal ‘Open Chiang Mai branch’ due at the end of the year”
“Add a task ‘Find a location’ to the Open Chiang Mai branch goal”
“Mark this goal as achieved”