Archive?

Jacquelyn's Avatar

Jacquelyn

08 May, 2017 12:09 AM

Hi! I've been using and loving Goalscape for about 6 months now, but the manner of my use has evolved in a direction that I suspect is a bit atypical. I was wondering if you have any insight for how to approach it.

I'm one of those folks dubbed "multi-potentialites," with many diverse interests and a multitude of projects in progress at any given time. The goal of someone like myself is not necessarily to *complete* a project using a well-defined set of action steps. Often, the goal of pursuing these projects is simply for the enjoyment of exploring them without specific direction until my interest wanes. I have begun using Goalscape primarily to track the multitude of projects I currently have in the air. Goalscape provides a wonderful visual overview of everything I want to keep on my radar. Since I often don't have a specific goal in mind, I don't use the progress tools. However, I am getting hung up because if I check off a project as complete (as in it is done to my degree of interest and I no longer want to keep it on my radar), Goalscape automatically updates the progress for the parent goals. This isn't really useful for me and I find it distracting that the colors change to indicate the supposed "progress" as a result of checking something off that I no longer have a use for.

I am wondering if you have an idea of how to prevent the progress update for checking off an item. Of course, I could delete the "completed" items I no longer want there, but it would be nice to have some sort of history record with all the projects I have checked off as completed over time. Perhaps it might be useful to have an option to "archive" an item so that it disappears from the current goal chart but is still searchable in an archive for the purpose of review and reflection. Something like that would allow me to keep the goal chart as a current overview of projects I still have in the air, rather than being weighed down unnecessarily with completed projects that I don't want on my radar anymore. I am not entirely sure how something like that might work, but I thought I would offer it as an idea and see if you have any workarounds for now.

Also, just a nudge to see when the full-color palette will be available for goals on the chart. Last I heard, it was in the plan. Still hoping to see it soon! :)

  1. Support Staff 1 Posted by Richard Parslow on 08 May, 2017 10:21 AM

    Richard Parslow's Avatar

    Hello Jacquelyn

    Good to hear from you again! We are delighted that you have found yet another way to use Goalscape – and that you are gaining real benefits from having an overview of all your activities in different areas.

    The simplest solution to your problem would be to create a separate 'Archive' project (with Level 1 subgoals named after the original projects). Then when you complete any subgoal in any of your projects, instead of checking it off or deleting it you can Cut & Paste it into the relevant area of the Archive project. Tip – use the 'cross-linking' facility in Goalscape Online: in the Notes of each archived goal, insert the name and URL of its original parent; and on the original parent you can enter the name and URL of the completed subgoal in the Notes (or create a new tab 'Archived subgoals' for this).

    That way you will keep your 'working' project(s) clean and clear: they will show only goals that you are currently interested in or working on (with no distracting shading!); yet you will still be able to find the completed goals and jump to them in your Archive.

    You can also use relevant Tags (or Dates) on archived goals to allow you to find them in the Archive project using the Highlight sidebar. Note too that the Search function includes results (for matching strings in goal names, Notes text, Tags, etc) in different projects.

    We are about to release another set of updates with some new features, fixes and UI 'tweaks'. (Extending the palette for goal coloring is still in our plans for later.)

    Keep enjoying the journey!

    Richard

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