Success Map

Your energy flows where your focus goes.  This is why we created the success map.  Traditionally, when we want to accomplish something we start our with a goal in mind.  Then we create  a plan and try to stick to it to reach our goal.  There are some good habits we need to acquire, and some bad ones we need to drop.  All this is accomplished using the success map.

DashPoint helps you stay focused and on point.  In this section we will walk you through how you can easily reach your goals using our simple easy to use approach.  There are many MANY tools out there in the market. Dashpoint will help you reach your goals quicker than all of them simply because you can get started today, for free, and will be forever, with your help.

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Success Dashboards

In order to determine where you are going, you first need to know where you stand.  This is why we created 5 separate dashboards for you to visualize where you stand with respect to your desired outcome.  These are:

  • Today
  • Tasks
  • Goals
  • Plans
  • Habits

By entering any one of these dashboards, you'll quickly get a glance of where you are, and what you need to do next to work towards reaching your goals.

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Setting Goals & Reaching Them

In this section all the authorized users can view and manage goals they created or goals assigned to them by an administrator.

This section displays the goals you created yourself on the FE or those assigned for you by an administrator.

To open Goals section and see the list of all active goals, go to Goals & Plans Dashboard > Goals:

When you click the name of any particular goal, you can view the detailed information about this goal as well as the graph that is a visual representation of the progress on this goal:

       Look&Feel

The color of the status icon and the status bar depends on the time left till deadline. If any milestones set for the goal, the color of the closest one will be applied.

You missed the deadline for the goal or it's closest milestone.

       Active goal with the deadline more than a week away.

       Active goal with the deadline more than 3 but less than 7 days away.

       Active goal with the deadline less than 2 days away.

       Goal is completed.

1. Click and choose either Add Goal or Add goal from template.
2. In the open form, complete the following information (fields marked with an asterisk (*) are required):

Title - type the name for your new goal.
Description - type in the description for this goal.
Category - from the drop-down list, select the category. Only an administrator can create the categories.
Due date - set the date and time when you plan to accomplish the goal: use the Calendar () icon to select the date; time need to be typed in manually.
Start value - enter the value that reflects your current status (i.e. in our example it is the current English level on the IELTS scale).
Desired value - set the value you plan to have by the due date.
Units - specify the units you use for measuring your start and desired values.
Image - upload the image for the goal from your local machine.
User fields - select one or several user fields that you want to be added for the current goal during the Record creation. This list includes the user fields you created or the ones assigned to you by an administrator.

TIPS & TRICKS

To select more than one field, click the needed field names while holding the CTRL button.

To add new user fields, click the Add new field link. For details, see User Fields.

3. Click Save to create the goal.

Create a new goal from template

1. Click and choose Add goal from template.

2. Select a template for new goal. A completed form for a new goal will appear.

TIPS & TRICKS

Existing goals templates are those created by administrator on the back end (BE).

3. Click Save to create the goal.

You can edit the goals you created as well as the goals assigned to you by an administrator.

1. Open Goals section.
2. Click the name of the goal you want to edit.
3. Click Edit Goal.
4. In the open form, make the needed changes; for details, see Goal creation form.

5. Save the changes.

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Creating A Plan

 

In this section all the authorized users can view and manage plans they created or plans assigned to them by an administrator.

 

This section displays the plans you created yourself on the FE or those assigned for you by an administrator.

 

To open Plans section and see the list of all active plans, go to Goals & Plans Dashboard > Plans:

 

When you click the name of any particular goal, you can view the detailed information about this plan as well as the graph that is a visual representation of the progress on this plan:

       Look&Feel

The color of the status icon and the status bar depends on the time left till deadline. If any stage is set for the plan, the color of the closest one will be applied.

You missed the deadline for the plan or it's closest stage.

       Active plan with the deadline more than a week away.

       Active plan with the deadline more than 3 but less than 7 days away.

       Active plan with the deadline less than 2 days away.

       Plan is completed.

 

1.Click and choose either Add Plan or Add plan from template.
2.In the open form, complete the following information (fields marked with an asterisk (*) are required):

Title - type the name for your new plan.
Description - type in the description for this plan.
Category - from the drop-down list, select the category. Only an administrator can create the categories.
Due date - set the date and time when you plan to accomplish the plan: use the Calendar () icon to select the date; time need to be typed in manually.
Start value - enter the value that reflects your current status.
Desired value - set the value you plan to have by the due date.
Units - specify the units you use for measuring your start and desired values.
Image - upload the image for the goal from your local machine.
User fields - select one or several user fields that you want to be added for the current goal during the Record creation. This list includes the user fields you created or the ones assigned to you by an administrator.

TIPS & TRICKS

To select more than one field, click the needed field names while holding the CTRL button.

To add new user fields, click the Add new field link. For details, see User Fields.

 

3.Click Save to create the plan.

 

       Create a new plan from template

1. Click and choose Add plan from template.

2. Select a template for new plan. A completed form for a new plan will appear.

TIPS & TRICKS

Existing plans templates are those created by administrator on the back end (BE).

 

3. Click Save to create the plan.

 

 

You can edit the plans you created as well as the plans assigned to you by an administrator.

1.Open Plans section.
2.Click the name of the plan you want to edit.
3.Click Edit Plan.
4.In the open form, make the needed changes; for details, see Plan creation form.
5.Save the changes.

 

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Working With Your Habits

 

This section is created to help you leave off the annoying, unhealthy or any other negative habit you have or to help you to get into the positive and useful habit you want to pick up. This is not always an easy process, so the Personal Goals Manager component can help you to monitor and manage it. The habits section can be useful for succeeding with your goals.

 

To open Habits section and see the list of all existing habits, go to Habits > All Habits:

 

The color of the status bar depends on the habit type:

 

       You are developing a positive habit.

       You are trying to give up a negative habit.

TIPS & TRICKS

Habits that are obligatory to keep on a particular day have a background. Habits that are not obligatory to keep on a particular day do not have a background.

 

 

1.Click Add Habit.
2.In the open form, complete the following information (fields marked with an asterisk (*) are required):

Title - type the name for your new habit.
Weight - type the number indicating the impact of this habit among others. Depending on the habit type, use either positive or negative values.

TIPS & TRICKS

This value will be used to create a graph of your progress on all your habits. The total weight will be counted for every check point. Example from FE:

 

Checks to form a habit - type the number indicating how many times you need to repeat the activity to turn it into the habit (for positive habits) OR how many times you need to refrain from something to give up the habit (for negative habits). for details, see Actions.
Type - select the check box to define whether your habit is positive or negative.
Days - select the check boxes for the days when you must complete/refrain from the activity for a habit.

 

3.Click Save to create the habit.

 

1.Open Habits section.
2.Click the name of the habit you want to modify.
3.Click Edit next to the record you want to modify.
4.In the open form, make the needed changes; for details, see Habit creation form.
5.Save the changes.

 

To succeed with your habit, you need to either carry out some particular action (for a positive habit) or to refrain from it (for a negative habit). Every time you record your progress, the number of checks is counted.

 

Note: If you fail to do the action when needed, the number of previously completed checks will be cleared and you need to start working on your goal from the very beginning.

 

To record the progress on every habit, you need to create actions for the days when you planned such actions. That can be done in 2 ways:

On the needed day, in the habit list, simply click Yes or No next to the Have you done it today option.
Open the habit history, click New action, and then complete the action creation form:

Habit - from the drop-down list, select the habit to assign this action to.
Have you done it today - from the drop-down list, select whether you did this planned action on the selected date.
Date - set the date when you performed the action; use the Calendar () icon to select the date. Time need to be typed in manually in the hh:mm format divided from the date with one space OR it will be automatically set as 00:00.

 

 

The history has the following look and includes details on every action within this habit:

You will also be able to see the graph visually representing the progress on all your habits. For details, see Habits graph.

 

The progress on all the habits is reflected in a graph. You can either see this graph inside the content if it was inserted by an administrator or you can click the All habits statuses history link under the habits list.

The graph shows the summarized result for all habits at every check point.

 

The total weight for every check point is counted in the following way:

If you complete the action at the needed date, you receive the points equal the habit weight (either positive or negative).

If you fail to complete the action at the needed date, you receive zero.

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