Goals – list

1 min read

Provides a filtered list of goals.

The list can be filtered by using the buttons in the toolbar above the goal list.

  • All: Shows all goals, open and closed.
  • Open: Shows only open goals
  • Active: Shows only goals where the status is ‘In progress’.
  • Scheduled: Shows only goals that have a defined scheduled finish.
  • No plan: Shows only goals that do not have a defined scheduled finish.

Actions available from this view:

  • Click over an entry in the goal list to edit/change the goal
  • Swipe to delete a goal (by default a swipe left)
  • Swipe to change the goal state (by default, a swipe right)
  • Click on the goal list entry icon found on the left side to select a goal related action
  • Click on the ‘Progress’ button in the action panel to view the progress status on active goals
  • Click on the ‘Schedule’ button in the action panel to align goal planning around future time horizons
  • Click on the ‘Add’ button in the action panel to add a new goal
  • Click on the ‘Wizard add’ button in the action panel to start a guided process for adding a new goal
  • Click on the ‘Bulk add’ button in the action panel to open a form that allows the user to enter multiple goals in one step
  • Click on the ‘Folder’, ‘Category’ or ‘Tag’ buttons in the action panel to filter the goal list by any of those attributes.
Updated on March 3, 2025

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