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Monitoring Your Goals

How to monitor goals/budgets after creating them.

Updated over 2 weeks ago

Goals screen: View all your Goals with progress bars showing current status against targets and budgets.

Time screen: Pinned Goals appear at the top with progress bars, making it easy to monitor while logging time.

Goal Progress Bars

Progress bars automatically update as you log time entries and show:

  • Current progress amount (hours or money)

  • Target or budget limit

  • Percentage complete

  • Visual color indicator

Progress Bar Colors

Targets (goals you want to reach)

  • Yellow: Making progress toward your target

  • Green: Target reached or exceeded - you're doing well!

Budgets (limits you want to stay under)

  • Orange: Approaching your budget limit

  • Red: Budget exceeded - you've gone over your limit

Goal View Options

On the Goals screen, you can filter your view:

My Goals: Shows only Goals assigned to you or that you've created

All Goals: Shows all Goals in your Account that you have access to view

My History: Shows your performance against recurring Goals for previous time periods (with options to view previous week/month/year)

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