Why did I create this template?

We designed this template to easily setup your goals and tactics in time when organizing a personal and professional project.

What's inside the template?

• 4 related databases for the following entities:
• Areas: to create your personalized root sources.
• Goals: to design your objectives in relation with areas or below types.
• Tactics: to setup the how-to accomplishment of described goals.
• Tasks: to focus on everyday steps towards achieving our goals.
• 2 sections with curated views with minimun content detail and powered by types such as progress formulas or filtered views to optimize the onboarding experience.

How to use the template?

• Access the master databases in your right sidebar to curate with your information to translate your own areas of interest, goals, tactics, and tasks.
• Get on the dashboard views or generate your own to launch the system with your real projects and tasks.
• Generate new modules as the information grows, trying to keep on the data model and separating the databases and dashboard views (recommended).

What are the benefits of the template?

Have you tried OKR without success?

Here is an easy guide to setup objectives and key metrics with a huge room for customization to adapt your personal needs.