Set a Goal. Know what to work on today.

What you can do with Goals, tasks & KPIs

1. 01

   Goal hierarchy

   Connect company objectives to each person's next task

   • Break a large Goal into smaller Goals and keep the parent and child relationships.
   • Record the Ideal and Memo for each Goal. Your AI agents use the same information as context.
   • Set owners and due dates, archive Goals or manage sharing from each row's menu.
   1

   Put the definition of done into words

   Work hard on the side business

   $500 a month in revenue, held for 3 months

   Written so that anyone can tell whether it is done

   2

   Find the first thing in the way

   🎯 $500 a month, held for 3 months

   Win the first contract <- the blocker

   Do not map out everything. The 1 or 2 you can see is enough

   3

   Split it until you can actually do it

   Win the first contract

   Interview 10 prospective customers

   Stop at a size you (or an AI agent) can actually finish

   4

   Add an owner and a due date

   Interview 10 prospective customers8/29

   Once it has a due date, it joins the daily loop on the Goals page automatically

   Do not draw the whole hierarchy up front. Add the next blocker once you see the result

2. 02

   Today's ToDos

   Choose what to work on now

   • Use the plus button on a Goal row to add it to today's ToDos, then move it from not started to in progress to complete.
   • Due dates appear as a badge at the end of each row. A Goal due today is not added automatically. Goals added by a template routine go to the owner's ToDos on the scheduled day.
   • ToDos you add stay until you complete or remove them, even after the date changes. Completed ToDos disappear from the list the next day, at 4 a.m. in your organization's time zone.

   Today's to-dos

   Write the daily report

   Decide the structure of the proposal deck

   3:00 PM - regular meeting with Acme Inc.

   Select the status button at the start of a row to move from in progress (✓) to done (✓✓)

3. 03

   KPIs and progress

   Keep metrics and AI work records with the Goal

   • Link a KPI definition to a Goal to display a progress ring. Hover to see the value, target, achievement rate and pace.
   • Connect Google Sheets to a progress report. Addy posts a summary comment whenever the numbers change.
   • When an AI agent works on a Goal, its decisions, deliverables and findings are automatically saved in AI memory.
   Show completedShow archivedFilter

   2Win the proposal at Acme Inc.⚑ 8/17

   Review meeting notes for the decision maker's concerns⚑ 2 days left

   Prepare quote options A and B⚑ 8/16

   Details of "Win the proposal at Acme Inc."

   Ideal

   10 or more contracts signed

   Resources

   proposal_v3.pdf

   Goal detail page - the sub-Goal hierarchy and the details in one place