Sharify Labs
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10 · Goals and tasks

Goal Planner

Goals broken into tasks, with a progress bar on every goal and a "My day" list of what is due today, for small teams who want to see what moved this week.

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Built for
Small teams, and one person on their own, who set goals for the quarter and need the daily to-do list to add up to them.
Covers
Goals, Tasks, My day, Boards, Calendar, Reminders
Demo
planner.sharifylabs.com

The problem

A team writes its goals in January and its to-do lists every morning, and the two never meet. By March nobody can say how far "launch the new website" has come, only that everybody was busy.

Goal Planner starts from the goal. Each goal belongs to a category, has an owner and a target date, and is made of tasks with a size. The goal's percentage moves as its tasks are finished, and each person opens the app on their own day: what is due today, what is late, and what they have already done.

What it does

The main parts of Goal Planner. The demo has all of them.

  • 01

    Goals

    • A category, an owner, a target date and the reason for each goal
    • Progress worked out from the size of the finished tasks
    • Planned, active, achieved or dropped, on a list and on a board
    • A goal cannot be marked achieved while tasks are still open
  • 02

    My day

    • The app opens on your tasks due today and the ones that are late
    • One press on Done, without opening the task
    • What you finished today stays on the list
    • Team today, overdue, next 7 days and all your open tasks as tabs
  • 03

    Tasks

    • Each task belongs to a goal and to one person
    • Due date, priority and a size from 1 to 5
    • Start, done, reopen and cancel, with the day it was finished kept
    • Cancelled tasks leave the goal's percentage
  • 04

    Board and calendar

    • The same tasks as To do, In progress and Done columns
    • Drag a card, or filter to the board of one goal or one person
    • A month calendar of due dates
    • Each view keeps the filter when you switch to another
  • 05

    Reminders

    • A notice when a task is handed to you
    • Due today, due tomorrow and overdue, once a day
    • The owner is told when a goal's target date is near or has passed
  • 06

    Team overview

    • Due today, overdue and finished this week at a glance
    • Progress of every running goal and of each category
    • Open and finished tasks by person and by week
    • Roles: manager, member and read-only viewer
Open the Goal Planner demo

Contact

Want Goal Planner for your business?

I am available for new work: custom business software, or one of these products adapted to the way your business runs. Email is the best way to reach me.