How to Use the “My Goals” Page

The “My Goals” page is key to your successful goal achievement. Learn how to navigate, leverage and filter the page to best support your journey.

The top navigation bar of the ‘My Goals’ page has three icons:

  1. Plus sign (top right) – tap here to add a new goal (see “How to add goals”)
  2. Display Options icon (top right) – tap here to change how goals are listed on this page You can:
    1. Sort by Date, Progress or Category
    2. Display goals that are ‘In Progress’,’ ‘On Hold,’ and/or ‘Completed’
    3. Include goals according to their ‘Sharing Status’
    4. Send or print your goals list
    5. Learn more about setting goals
  3. Bar chart (top left) – tap here to review your overall goal progress (see “How to track your goal progress”)

The page itself contains a visual list of your goals. The information displayed for each goal will vary based on the inputs you entered when adding or editing the goal. 

  • To view your detailed plan tap on the goal card.
  • To mark a goal as complete swipe left-to-right on it.
  • To Delete a goal swipe right-to-left on it.
  • To reorder the list of goals – tap, hold, and drag & drop any of the goals.

To manage a specific goal tap the 3 dots on the goal card. You will see these options:

  1. Track Progress
  2. Create Plan
  3. Edit Goal
  4. Pause Goal
  5. Duplicate Goal
  6. Share Goal
  7. Complete Goal
  8. Delete Goal

Related Guides:

  • How to add goals
  • How to add projects
  • How to track your goal progress