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Planning – progressing active goals

< 1 min read

Where a user is employing the goals feature, then a plan should ensure that goal-related tasks are included in the plan to ensure that consistent progress is made.

To achieve this the user may employ the Tasks page ‘Horizons’ view to see how goal tasks are allocated within the plan duration.

To view this:

  • Select the Tasks page
  • Within the Tasks page, select the ‘Horizons’ view
  • Now click on the ‘Goal’ quick filter button to select the required goal

Change the time horizons column basis setting to fit the plan period.

Tasks ‘Horizons’ view

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