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Your first map

This tutorial takes you from an empty account to a working goal map with a few tasks. Everything here works the same in the cloud version and on your own server.

1. Start from a template (or from scratch)

After signing in you land on Projects. Click New project — the dialog has Blank and From template tabs. The fastest way to see what the app can do is a ready-made template: the gallery offers 38 of them (SWOT, PDCA, GROW, Business Model Canvas, …), sorted by category.

New project — the From template tab with the picker and the start date; deadlines recompute.
Every template opens as a preview first — nothing is created until you confirm.

2. Meet the map

A map is a tree of goals. At the top sits the main goal — the circle with the overall progress ring. Below it are goal nodes: each has a status (To do / In progress / Done), and parents compute their progress from their children.

A small real map. Statuses color the nodes; the amber date badge means a deadline is set, red means overdue.

A few things worth knowing right away:

  • Add a sub-goal with the + Add subgoal button on any node — the new node finds a free spot without reshuffling the rest of the map.
  • Double-click a node to open its detail (next step).
  • The main goal cannot be deleted — only renamed. Deleting it would delete the project.
  • If the layout gets messy, use Tidy up (in the map menu) — it realigns the whole tree.
  • The Portrait / Landscape switch in the top bar flips the direction the tree grows.

3. Open a goal's detail

Double-click any node. Here you set the name and description, the status, a deadline, the responsible person, an icon and colors — and further down you'll find attachments, comments and a task for this goal.

The goal detail. The “Who does it” switch marks a goal for a human or for an automation.

4. Add tasks

Small, concrete work belongs in tasks, not in more nodes. You can attach a task directly to a goal (in the goal detail → New task) or create free-standing ones on the Tasks page. Tasks have deadlines, assignees, comments and can repeat daily, weekly or monthly.

The Tasks page — table, Kanban or calendar view of the same list.

5. Watch the progress

Every project card on the home page has a Dashboard button: overall completion, progress per pillar, who owns what, what is overdue and what changed recently.

The dashboard also exports to PDF — handy for a weekly status mail.

Next

fair-code — self-hosting and internal use are free, reselling as a hosted service is not.