New Feature: Goal Templates

We have launched a new feature called “Goal Templates” in GoalsOnTrack. This feature allows you to create your own goal templates from your accomplished goals, and then later re-use these templates when you need to set and work on similar goals.

A goal template will help you automatically create the main goal, subgoals, tasks, and even habits. This is a great way to reuse any short term and recurring goals that you may find yourself work on weekly or monthly. Here is a few instructions on how to make use of this new feature.

1. Create a Goal Template

Go to “Goals” page. For each goal, there is a new button now called “Create Template”. Click on it and you will see the template creation form. Remember that every template must be based on a goal, so if you delete that goal, the template linked to it will also be deleted. Once you have created some templates, they will be displayed on “Goal Templates” page, which can be accessed from the “Templates” button on the top title bar of the “Goals” page.

Weight Loss Goal Template

Weight Loss Goal Template

2. Use a Goal Template

To create goals from a goal template, simply click on “Use Template” button for that template. You can specify the new start and end dates for the goal you want to create. Please note that once a goal is created from a template, it then becomes a separate and independent goal and will have nothing to do with the template anymore. Changes to either the template or the created goal will not affect neither of two.

How to Use a Weight Loss Goal Template

How to Use a Weight Loss Goal Template

When creating goals from templates, the task and subgoal dates will be automatically adjusted according to the main goal, based on its original goal structure. You may change them anyway you like, or change the original goal so that these changes will be seen from future goals created from the template.

Hope you enjoy and find this new feature useful. As always, please let us know if you have any feedback or find any bugs. Also we’ll be adding some sample goal templates to help you set certain goals or create action plans more easily. Stay tuned.


Comments

6 Responses to “New Feature: Goal Templates”
  1. Neil says:

    1) I have set goals and added other goals that should really be sub-goals, how do I change the goals.
    2) I have not found out how to input progress against my goals, so they are just goals printed which i already have. I’m sure that there must be a way to enter daily achievements in order to see the progress of my goals, I haven’t found out how to do this nor have the illustrations I have looked show how to do it either, can you help please………Neil

  2. Shellie says:

    Can you copy steps from others templates somehow?

  3. Harry says:

    Shellie,

    No, the templates are not shared among users. Every user has their own templates which are separate from all others templates.

    Harry

  4. Bettina says:

    I can’t get the sample templates to load to my account. I can’t get to any of those helpful things from my page and when I click from the website, I am required to log in which makes all of the helpful templates disappear.

  5. Harry Che says:

    Bettina,

    After you log in, click Goals tab on the top and then click Templates button and you will see all the builtin templates in there.

    Harry

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