Personal Goal Setting, Task and Habit Tracker

Explore

Tasks

Use this tack tracker to plan out specific tasks for each area. The view below is filtered for any tasks due within the next 30 days or overdue.

Task Set Up

💡 Pro Tip! I included a few different views that you may find helpful:

⁠

Month View⁠

I like to plan out goals within each category by month

⁠

Quick View⁠

Calendar View - visualize your tasks by date, along with un-dated tasks that are more “nice to complete” goals but have no hard dates.

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Dashboard View⁠

- Summary View that includes both Month and Quick View

Set up Groupings

The main step in getting started with this method is deciding on how you want to group your tasks.

Tip: Less is More. Having too many groupings can be counterproductive. Below are the three main groupings I stick by:

(1) Priority Category

Adjust the priority selection below based on your preferences

I personally like to add “ongoing” and “someday” to then be able to filter those out if my day is getting too busy

Pro-Trip: Want to sort by Priority? Add a “Sort Order” column

Priority

Sort Order

⚡ ⚡ ⚡

High

Ongoing

Someday

There are no rows in this table

⁠

(2) By Area Category

Focus on tasks specific to the Areas that matter to you the most.

For a great way to color code your Life Areas, check out

Shishir’s Color What Matters Calendar Guide⁠

⁠

Type

Personal

Work

Life Areas

💰 Finances

🏃🏻‍♀️ Health

🏘️ Real estate Investing

🏠 Home

🍸 Social

👬 Community

💡 Self Development

💜 Relationship

💪 Power Hour

📨 Catch up on Emails and Slack, Industry News

📈 Strategy and Execution

⁠

(3) By Status

I like to sort out my tasks into a few different areas:

Follow up - these are tasks that would only take 5 mins of my time and I can knock off in my todo list quickly

In Progress - so I can keep track of ones I have started already

Waiting or Delegated - tasks that are not driven by me, but I would like to still track it’s progress.

⁠

Tasks

I like to estimate how long each task would be by day or week, and then prioritize or move around tasks from there.

⁠

Add Task

⁠

Subject

Subject

Date

Date

Priority

Priority

Status

Status

Life Area

Life Area

Estimated Duration

Estimated Duration

Actual Duration

Actual Duration

Notes

Notes

Move +1 Day

Move +1 Day

Move to Next Month

Move to Next Month

renew drivers license

5/7/22

High

Not Started

💰 Finances

Go hiking more

6/4/22

🏃🏻‍♀️ Health

6/7/22

High

🏃🏻‍♀️ Health

⁠

family binder and will⁠

⁠

6/7/22

High

In Progress

💰 Finances

Buy Investment home in GA

6/7/22

High

In Progress

🏘️ Real estate Investing

real estate new market research

6/7/22

Ongoing

🏘️ Real estate Investing

clean up contact list

6/7/22

👬 Community

6/7/22

💡 Self Development

Fix outdoor lights, RE-sync

6/7/22

🏠 Home

get more shelves for garage

6/7/22

🏠 Home

hire electrician

6/7/22

In Progress

🏠 Home

6/7/22

👬 Community

Move cd and video on digital hard drive

6/7/22

🏠 Home

Sell table

6/7/22

🏠 Home

Update Life Insurance

6/7/22

Follow Up (5 mins)

💰 Finances

5 mins

Read Radical Candor

6/7/22

💡 Self Development

Parents 70th bday planning

6/16/22

High

In Progress

🍸 Social

TSA renewal - expires 4/15

6/16/22

High

💰 Finances

Dog trainings and bookings

6/20/22

💜 Relationship

Change range Hood and Filters (every month)

6/23/22

Ongoing

🏠 Home

Schedule GNO

6/26/22

Not Started

🍸 Social

There are no rows in this table

⁠

Task Set Up

Set up Groupings

(1) Priority Category

(2) By Area Category

(3) By Status

Tasks

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