Goal setting

Create a Task for a Financial Goal

Financial goals allow you to create financial tasks that have monetary values attached to help you track your progress towards the goal. The objective is to ensure the sum of your Financial tasks matches the total value for your goal target.

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Create a Financial Goal

If you are a Paid Subscriber, you can select a financial goal that allows you to add a monetary value to your goal whether you are saving, paying off a debt or trying to hit a sales target. This ensures Lifetick will help you track your progress towards your goal.

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Customising your core values

Core Values represent the important areas in your life. Typically, people choose things like Family, Career, Health and/or Finance. Then of course, there are other things like Spirituality, Lifestyle and Education that may be important to you. Lifetick comes with a set of default core values set up for individual users. If you are part […]

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Deleting a goal

You can delete a goal by clicking on ‘Actions’ button in the goal view and then selecting ‘Delete goal’. You will be asked to provide a reason before finally confirming by the clicking ‘Delete goal’ button.

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Bulk changes to due dates

Sometimes we need to adjust our target achievement date for a goal. This can be a major hassle if it means changing the due date on every single task for that goal. Lifetick offers a simple way to do this.

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Creating tasks

To add a task to a goal, simply click on the ‘Add task’ button once you have opened a goal.
Be as descriptive as possible and make sure your tasks are granular.
This means breaking them down to their smallest element. If you think a task could be broken down into two or more tasks then do so. This serves two purposes. Firstly, it allows you to be clear on the individual task you need to complete. Secondly, it allows you to feel a greater sense of progress as it means you have more items you can mark as completed.

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Creating goals

In the Goals screen, click on the ‘Add goal’ button. Enter the name of the goal first. Try keep in mind the principles of S.M.A.R.T.  goals as described on the screen. If you are a paid subscriber, you can select financial options to measure the success of your goal. These allow you to allocate financial […]

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