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Personal Goal Setting, Task and Habit Tracker
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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:

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
1
⚡ ⚡ ⚡
1
2
High
2
3
Ongoing
3
4
Someday
4
There are no rows in this table
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(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
8
Work
3
Life Areas
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
Date
Priority
Status
Life Area
Estimated Duration
Actual Duration
Notes
Move +1 Day
Move to Next Month
1
renew drivers license
5/7/22
High
Not Started
💰 Finances
​
​
​
​
2
Go hiking more
6/4/22
​
​
🏃🏻‍♀️ Health
​
​
​
​
3
Sign up for Orange theory 2x a week
6/7/22
High
​
🏃🏻‍♀️ Health
​
​
​
​
4
⁠
family binder and will
⁠
⁠
6/7/22
High
In Progress
💰 Finances
​
​
​
​
5
Buy Investment home in GA
6/7/22
High
In Progress
🏘️ Real estate Investing
​
​
​
​
6
real estate new market research
6/7/22
Ongoing
​
🏘️ Real estate Investing
​
​
​
​
7
clean up contact list
6/7/22
​
​
👬 Community
​
​
​
​
8
Sign up for Javascript class
6/7/22
​
​
💡 Self Development
​
​
​
​
9
Fix outdoor lights, RE-sync
6/7/22
​
​
🏠 Home
​
​
​
​
10
get more shelves for garage
6/7/22
​
​
🏠 Home
​
​
​
​
11
hire electrician
6/7/22
​
In Progress
🏠 Home
​
​
​
​
12
sign up for new real estate group
6/7/22
​
​
👬 Community
​
​
​
​
13
Move cd and video on digital hard drive
6/7/22
​
​
🏠 Home
​
​
​
​
14
Sell table
6/7/22
​
​
🏠 Home
​
​
​
​
15
Update Life Insurance
6/7/22
​
Follow Up (5 mins)
💰 Finances
​
5 mins
​
​
16
Read Radical Candor
6/7/22
​
​
💡 Self Development
​
​
​
​
17
Parents 70th bday planning
6/16/22
High
In Progress
🍸 Social
​
​
​
​
18
TSA renewal - expires 4/15
6/16/22
High
​
💰 Finances
​
​
​
​
19
Dog trainings and bookings
6/20/22
​
​
💜 Relationship
​
​
​
​
20
Change range Hood and Filters (every month)
6/23/22
Ongoing
​
🏠 Home
​
​
​
​
21
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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