Your first map

This tutorial takes you from an empty account to a working goal map. 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.

The New project dialog on the From template tab: template picker and the start date — New project — the From template tab with the picker and the start date; deadlines recompute.

The template gallery: categories on top, template cards with an Open template button — 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 goal map: a circular main goal on top, two levels of goal nodes with statuses, deadlines and progress bars — 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 assignee, an icon and colors — and further down you'll find attachments and comments.

The goal detail dialog: icon, name, description, status buttons, deadline, responsible person — The goal detail. The “Who does it” switch marks a goal for a human or for an automation.

4. Add tasks

A task is a goal with an assignee or a deadline — not a special kind of record. Break small, concrete work into subgoals and give them an assignee or a deadline; the New task button on the Tasks page creates a new goal under the apex or under a goal you pick.

The Tasks page: table view grouped by project and node, with status, assignee and deadline columns — 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 project dashboard: a change log, overall completion, done/in-progress/to-do counters and per-pillar progress bars — The dashboard also exports to PDF — handy for a weekly status mail.

My day and the daily focus — what to do today
killBottleneck on your phone — the simplified view
The map and goals — the full reference of everything a node can do

Your first map ​

1. Start from a template (or from scratch) ​

2. Meet the map ​

3. Open a goal's detail ​

4. Add tasks ​

5. Watch the progress ​

Next ​