Skip to main content

4.1.1. Manually

You can create goals directly in Plansom. Write your goal in plain words. Always include “Why” it matters. Keep it short, measurable and linked to purpose.

Example​

Goal: Launch a user-friendly website that showcases key features of the platform

To Add a Goal in Plansom:​

  • Click Add New and select Goal
  • Type the goal in your own words
Outcome in Plansom
  • Write a description that includes what you want and why it matters, e.g., “This will include developing a user-friendly interface and implementing visually appealing designs, to increase visibility and engagement.”
Outcome in Plansom
  • Assign it to your desired goal owner
  • Link it to a higher company objective if relevant
  • Click Create Goal button to save it

Sub-goals:​

Bigger goals are easier to reach when you break them into smaller wins. Open the desired goal that you want to break down

  • Click Add New
  • Select Goal, and add your subgoals under your goals
  • Enter the sub-goal title
  • Check that the sub-goal is aligned to the right parent goal
  • Attach files if needed (e.g., research notes, competitor screenshots)
  • Click Create Goal button to save the sub-goal under the main goal
Outcome in Plansom

Each sub-goal must have its own “Why” and a clear success criterion.

Tasks​

Once you’ve set your goals and sub-goals, the next step is to add tasks.

  • Click on Add New and choose Task
  • Enter the task name, assign an owner and align the task with its sub-goal
  • Add a description: what to do, why it matters, how it supports the goal
  • Attach any required files or references
  • Estimate the effort (time needed) and set the schedule
  • Define the impact so you can prioritize tasks effectively
  • Update progress as you work
Outcome in Plansom