Goal action plan (mobile)

3 min read

The activities, actions and changes in behaviour required to complete a goal may be encapsulated into an ‘action plan’.

Good Day support the notion of an ‘action plan’ where by:

  • A larger goal may be decomposed into smaller ‘stepping stone’ goals
  • One or more tasks may be associated with a goal
  • One of more habits may be associated with a goal.

To view a goal’s action plan

Find the required goal in the goals list

Tap on the flag icon found on the left side of the goal entry card

From the pop up menu, select the ‘Action plan’ menu item.

The action plan form has three tab pages, one for sub goals, a second for related habits, and a third for the tasks associated with completing a goal

There are two approaches for defining an action plan.

  • For very large goals that span an extended timeframe, use the ‘sub goals’ section to define a set of stepping stone goals that, when all completed, will lead to the completion of the parent goal.
  • Alternatively, for more straightforward goals add a mix of habits and tasks that in total will lead to the completion of the parent goal.

Each of the three sections has a set of toolbar buttons that are used to add content to the section:

In addition, the ‘Actions’ section has a ‘Open only’ slider control that when activated will filter the tasks lists to show just the open tasks.

For each of the toolbar options:

Click on the ‘Search’ toolbar button to find an existing entry and add that to the action plan. For example, within the ‘Habits’ section, clicking on the search button will open a popup form that allows the user to select one or more existing habits to associate with this goal./
Click on the ‘Add’ toolbar button to create a new entry and have the new entry included as part of the action plan. For example, within the ‘Actions’ section, click on the add button to define a task that will be associated with this goal.
Where an action plan section has existing entries, then this button can be used to remove the connection between the entry and this goal.

For example, to remove selected tasks from the ‘Actions’ section without deleting the tasks, then first select the tasks and then click on the ‘unlink’ button to remove them from the action plan.

Clicking on the ‘Delete’ button will both remove the selected entries from an action plan and delete those entries at the same time.
Clicking on the ‘Reorder’ button will allow the user to change the display order of the entries in the plan section.

After clicking on the ‘Reorder’ button, the display will change to show the section entries with a new ‘=’ drag action icon on the right side. Click and drag on an entry’s drag icon to move it to a new position in the list.

When the reordering stage is completed, the user should click on the ‘Save order changes’ button to save the new revised entry order

Updated on March 23, 2025

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