How can I see a list vew of a goal

Panagiotis's Avatar


09 Aug, 2019 08:16 AM

How can I see a list view of a goal?

  1. Support Staff 1 Posted by Richard Parslow on 09 Aug, 2019 10:14 AM

    Richard Parslow's Avatar

    Hello Panagiotis

    Thanks for your inquiry.

    You can export (and print) goal lists,using the Highlight Sidebar:

    1. Open the Highlight Sidebar on the left of the screen and click the 'Show Goal List' button (note that you can filter your goals by Due Date and/or Tag: matching goals are highlighted in the goal map.

    2. A popup will appear, displaying a list of matching goals. You can select Tree View or Table View: in Tree View you can check off your goals as you complete them; and in Table View you can Sort your goals by Due Date or Progress (or by Name, or presence of Attachments or Notes text).

    3. You can Export your Goal List via the clipboard (in Table View this exports in CSV format). To print your list, open it in Excel (or any other spreadsheet tool) and print it from there. Or you can import the CSV into a calendar or task management tool.

    Note too that in PDF and DOCX reports the Contents listing itself displays all the goals covered in that report in an indented text hierarchy (like Goal List > Tree View, only prettier). So you can export a report and print just the Contents page(s) as your Goal List.

    You can also generate Goal Lists based on sections of your project, using Focus View (double-click on any goal that has subgoals). The Goal List exported via the Highlight Sidebar will show only the goals in that Focus (and any selections you make will still apply when you use Focus View). And if you use Download As > Report Options you can also choose to export only the goals in that Focus.

    Enjoy the journey!


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