Goals — User Guide

Using Goals

Goals helps you set, organise, and track personal or professional objectives in one place.

Getting started

1. Open Goals from the app menu.
2. Click New Goal and fill in a title, description, due date, and priority.
3. Group goals into Categories (e.g. Health, Work, Finance). Each category can have sub-categories.
4. Update the status as you progress — Backlog → In Progress → Done.

Key features

• Budget — attach a target budget to a goal for financial planning.
• Linked Winks — attach Wink (note or task) entries for granular detail.
• Linked FoxCom Space — connect a messaging space so a team can discuss the goal.
• OrbitPilot — ask the AI assistant questions about your goals from the chat interface.
• Custom fields — define your own extra fields (text, date, number) on any goal.
• External links — attach URLs (websites, documents, references) to a goal.