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| Using myGoals.com |
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Welcome to our online User's Guide, offering instructions and answers to Frequently Asked Questions regarding the use of this service. Got a question? We've got answers—lots of 'em. (If we're missing one, please drop us a note at service@myGoals.com.)
Adopting, Creating, and Editing GoalPlansTM: How Do I ... ?
Adding/Editing Obstacles: How Do I ... ?
Adding/Editing Tasks: How Do I ... ?
Setting Reminders: How Do I ... ?
Billing/Closing Accounts: How Do I ... ?
Adopting, Creating and Editing Goalplans
myGoals.com offers you two ways to set goals: 1) You can adopt one our pre-made GoalPlans, which are GoalPlan templates that have been created by the myGoals.com editorial team or by subject-matter experts, or 2) You can use our Goal-Setting Wizard, which is based on a patent-pending methodology that walks you through a simple three-step process that has been proven to make creating a comprehensive Goalplan easy for anybody.
Adopting a Pre-Made Goalplan
You can find Goalplans to adopt two ways: 1) You can click on one of the GoalPlans listed in the Editor's Picks or 2) You can browse through the myGoals directory to find a Goalplan to adopt.
Adopting a Goalplan from Editor's Picks:
- Click on a pre-made Goalplan listed in the Editor's Picks. The Adopt This GoalPlan page displays.
- Click the Adopt This Goalplan button. The Customize This GoalPlan page displays.
- Click the View or Edit This GoalPlan button to customize your new goal.
Browsing for pre-made Goalplans in the directory:
- Click Set a Goal from the left menu.
- Click on the category (e.g., Education & Training) that best describes the type of goal you're
setting.
- Click on the sub-category (e.g., Language Study > Spanish) that best describes the goal you're setting. If you can't find the appropriate sub-category, click the Can't Find a Category? button and follow the instrcutions provided. The Choose a Method page displays which prompts you to choose a pre-made GoalPlan to adopt for your category or create one from scratch using the Goal-Setting Wizard.
- Click on the pre-made GoalPlan you want to adopt. (You can click on as many as you'd like until you find one that best suits you.)
- When you find the pre-made GoalPlan you want to adopt, click the Adopt This GoalPlan Now button. The Customize This Goalplan page displays.
- Click the View or Edit This GoalPlan button to customize your new goal.
Customizing a Pre-Made GoalPlan
You can customize a pre-made GoalPlan anytime after you've adopted it. When you first click the Adopt This GoalPlan button from the Adopt This GoalPlan page, you'll be prompted to take a few moments to edit customize your new GoalPlan. Specifically, you can:
- Change the name of the GoalPlan
- Add, delete, or rename obstacles
- Add, delete or rename tasks
- Change due dates and other tasks settings
Creating a GoalPlan Using the GoalPlan Wizard
- Click Set a Goal from the left menu.
- Click on the category (e.g., Education & Training) that best describes the type of goal you're
setting.
- Click on the sub-category (e.g., Language Study > Spanish) that best describes the goal you're setting.
If you can't find the appropriate sub-category, click the Can't Find a Category? button and follow the instrcutions provided.
The Choose a Method page displays which prompts you to choose a pre-made GoalPlan to adopt for your category or create one from scratch using the Goal-Setting Wizard.
- Click on the Start button in the Create Your Own section of the page. Step 1 of the Goal-Setting Wizard displays.
- Enter a name for your goal. (Make sure to start the name with "To.")
- Enter the start date for your goal. (This field defaults to today's date.)
- If the goal has a completion date, click the HAS A TARGET COMPLETION DATE OF: option, then enter a completion date. If the goal is on-going, click the IS ON-GOING option.
- Click Next to go to Step 2 of the wizard.
- Step 2 of the Goal-Setting Wizard, Identifying Obstacles, displays.
- Enter the obstacles that could keep you from attaining your new goal into the Obstacle field. If you need to enter more than three, click the Add More Obstacles button.
- Click Next to go to Step 3 of the wizard.
- Step 3 of the Goal-Setting Wizard, Identifying Tasks, displays. You'll use this page to identify tasks for your first obstacle. One example of a task is shown.
- List the tasks required to remove the obstacle displayed and specify whether its a one-time or on-going task and when you're going to start and complete it.
- If you want to change the reminder settings (which default to weekly) for any task, click the Edit button next to the task and following these instructions for setting reminders when the Edit Reminder page displays:
- Choose the type of reminder you want to receive from the Reminder drop-down listbox.
- If you chose once, choose the date you want to receive the reminder.
If you chose weekly, choose the day of the week you want to receive it.
If you chose monthly, choose the day of the month you want to receive it.
If you chose prior to due date, enter the number of days prior to the due date you want to receive the reminder.
If you chose random, indicate whether you'd like to receive a random reminder a few times a week, a few times a month, or a few times a year.
- Enter any notes or comments regarding this task into the Notes field.
- Click Save Reminder to update the reminder settings for the task on the Goal-Setting Wizard page.
Click Save Tasks on Step 3 of the Goal-Setting Wizard to save all of the tasks. The GoalPlan Confirmation page displays.
Click the Show My GoalPlan button to finalize the GoalPlan creation. Your new GoalPlan displays in the left menu of your personalized homepage.
Viewing Goalplans
To view a specific GoalPlan, click on the name of the GoalPlan in the left menu of your personalized homepage.
Viewing Your List of Goalplans
To view a list of all of your Goalplans, click the Your Current Goals option on the left menu of your personalized homepage.
Viewing Your Completed Goalplans
To view a list of your previously completed Goalplans, click the Your Completed Goals option on the left menu of your personalized homepage. If you have any completed goals, you will see them listed. Click on any goal's title to see the contents of that GoalPlan.
Editing a GoalPlan
From your homepage, click on the GoalPlan you want to edit in the left menu. From this page, you can rename the GoalPlan, edit obstacles, edit tasks, and edit reminders.
Renaming a GoalPlan
- From your homepage, click on the GoalPlan you want to rename in the left menu.
- Click the Edit Settings button on the GoalPlan page.
- Type a new name for the GoalPlan into the GOALPLAN NAME field then click Save Changes.
Editing a Task in a GoalPlan
- From your homepage, click on the GoalPlan for the task you want to rename in the left menu.
- Click the Edit button next to the task you want to change. From that page, you can rename the task, add/change notes for the tasks, and set reminders associated with the task.
Editing an Obstacle in a GoalPlan
- From your homepage, click on the GoalPlan for the obstacle you want to rename in the left menu.
- Click the Edit button next to the obstacle you want to change. From that page, you can rename the obstacle or remove it altogether.
Setting Reminders for a GoalPlan
- To set a reminder while using the Goal-Setting Wizard, click the Edit button on Step 3 of the wizard. To set reminders for a task in a pre-made GoalPlan that you've just adopted, click the Edit button next to the task for which you want to set a reminder. To set a reminder for any task in any goal on your GoalPlan list, first click on the appropriate GoalPlan on the left menu then click the Edit button next to the task for which you want to set a reminder.
- Choose the type of reminder you want to receive from the Reminder drop-down listbox.
- If you chose once, choose the date you want to receive the reminder.
If you chose weekly, choose the day of the week you want to receive it.
If you chose monthly, choose the day of the month you want to receive it.
If you chose prior to due date, enter the number of days prior to the due date you want to receive the reminder.
If you chose random, indicate whether you'd like to receive a random reminder a few times a week, a few times a month, or a few times a year.
- Enter any notes or comments regarding this task into the Notes field.
- Click Save Changes to update the reminder settings for the task on the Goal-Setting Wizard page.
Editing Reminders for a GoalPlan
- To edit a reminder for a task in a pre-made GoalPlan that you've just adopted, click the Edit button next to the task for which you want to set a reminder. To edit a reminder for any task in any goal on your GoalPlan list, first click on the appropriate GoalPlan on the left menu then click the Edit button next to the task for which you want to set a reminder.
- Choose the type of reminder you want to receive from the Reminder drop-down listbox.
- If you chose once, choose the date you want to receive the reminder, the method in which you want it delivered, and the time of day you want to receive it.
- If you chose weekly, choose the day of the week you want to receive it.
If you chose monthly, choose the day of the month you want to receive it.
If you chose prior to due date, enter the number of days prior to the due date you want to receive the reminder.
- Enter any notes or comments regarding this task into the Notes field.
- Click Save Changes to update the reminder settings for the task on the Goal-Setting Wizard page.
Completing a Goal
When you complete your last task for a GoalPlan, you'll be prompted to either mark it as complete or add obstacles and tasks if necessary to complete the goal. To mark a goal as complete with outstanding tasks to complete, you can either mark the tasks as complete, remove the tasks you haven't completed, or click the Goal Completed button on the GoalPlan page.
Adding/Editing Obstacles What's an obstacle?
Adding an Obstacle to Your GoalPlan
- From your homepage, click on the GoalPlan to which you want to add an obstacle from the left menu. The GoalPlan page displays.
- Click the Add Obstacle link at the bottom of the GoalPlan page. The Add Obstacle page displays.
- Type the name of the Obstacle into the Name field then click Save Obstacle. The Add Tasks page displays.
- List the tasks required to remove the obstacle displayed and specify whether its a one-time or on-going task and when you're going to start and complete it.
- If you want to change the reminder settings (which default to weekly) for any task, click the Edit button next to the task and following instructions for setting reminders when the Edit Reminder page displays.
- Click Save Tasks to save all of the tasks.
- Your GoalPlan page will display with the newly added obstacle and its tasks.
Changing the Name of an Obstacle
- From your homepage, click on the GoalPlan for the obstacle you want to rename in the left menu.
- Click the Edit button next to the obstacle you want to change.
- Type in a new name for the obstacle, then click Save Changes to update the obstacle on your GoalPlan page.
Removing an Obstacle from Your GoalPlan
- From your homepage, click on the GoalPlan for the obstacle you want to rename in the left menu.
- Click the Edit button next to the obstacle you want to change. From that page, click Remove to remove the obstacle from your GoalPlan.
Adding/Editing Tasks What's a Task?
Adding a Task to Your GoalPlan
- From your homepage, click on the GoalPlan to which you want to add a task. The GoalPlan page displays.
- Click the Add Task link within the obstacle to which you want to add a task. The Add New Task page displays.
- Type a name into the Task field.
- If the task is a milestone, check the This task is a milestone checkbox.
- Add any additional information that will help you complete the task into the NOTES field, if applicable.
- Indicate whether the task is on-going or recurring by selecting an option from the TASK TYPE drop-down listbox.
- If you chose on-going, enter the date you want to begin the task into the START DATE
field and the date you want to have it completed by in the DUE DATE field.
If you chose recurring, enter the date you want to begin the task into the START DATE field and, if appropriate, enter the date you want to stop being reminded about it the DUE DATE field.
- Choose the type of reminder you want to receive from the Reminder drop-down listbox.
If you chose once, choose the date you want to receive the reminder.
If you chose weekly, choose the day of the week you want to receive it.
If you chose monthly, choose the day of the month you want to receive it.
If you chose prior to due date, enter the number of days prior to the due date you want to receive the reminder.
- Click Save Changes to save the new task.
- If you chose random, indicate whether you'd like to receive a random reminder a few times a week, a few times a month, or a few times a year.
Changing the Name of a Task
- From your homepage, click on the GoalPlan containing the task you want to rename. The GoalPlan page displays.
- Click the Edit button next to the task you want to rename. The Edit Task page displays.
- Change the name of the task in the Task field.
- Click Save Changes to save the task.
Changing the Due Date for a Task
- From your homepage, click on the GoalPlan containing the task whose due date you want to change. The GoalPlan page displays.
- Click the Edit button next to the task whose due date you want to change. The Edit Task page displays.
- Change the date in the DUE DATE field.
- Click Save Changes to save the task.
Changing the Start Date for a Task
- From your homepage, click on the GoalPlan containing the task whose start date you want to change. The GoalPlan page displays.
- Click the Edit button next to the task whose start date you want to change. The Edit Task page displays.
- Change the date in the START DATE field.
- Click Save Changes to save the task.
Creating a Recurring Task
A "recurring" task is one that keeps needing to be done, such as going to the gym, paying the bills, or spending time with the kids. For this reason, recurring tasks have no due dates. (Though in some cases, recurring tasks may have start and end dates, such as running every morning for six weeks, prior to running a marathon.)
To create a recurring task, select recurring from the TASK TYPE drop-down listbox when adding a task.
Deleting a Task from Your GoalPlan
- From your homepage, click on the GoalPlan containing the task you want to delete. The GoalPlan page displays.
- Click the Edit button next to the task whose due date you want to change. The Edit Task page displays.
- Click the Delete Task button.
- Confirm your intent to delete the task by clicking the Yes button.
Marking a Task as Completed
There are three ways to mark a task as complete. You can:
- Check it off from within a email reminder,
- Check it off from your myGoals homepage,
- Check it off from the GoalPlan page, or
- Mark the This task is completed checkbox on the Edit Task page, which is accessible via a button next to the task on the GoalPlan page.
You may also "un-check" a task, changing it back to its uncompleted status. Simply deselect the checkbox labeled This task is completed on the Edit Task page, which is accessible via a button next to the task on the GoalPlan page.
Viewing Tasks That Are Currently Due
You can view tasks that are currently due from your personal homepage and from within the email reminders you receive.
Viewing All of Your Scheduled Tasks
You can view all of your tasks by clicking the More... link within the Your Current Tasks section on the right side of your personal homepage.
Marking a Specific Task as a Milestone
To mark a specific task as a milestone while using the Goal-Setting Wizard, check the Milestone checkbox next to the task in Step 3 of the Wizard.
To change an existing task to a milestone, check the This task is a milestone checkbox on the Edit Task page. To add a new milestone task to a GoalPlan, check the This task is a milestone checkbox when adding a task using the Add Task page.
Setting Reminders What's a Reminder?
Setting/Editing a Reminder for a Task
We recommend that you set a reminder for each task in any GoalPlan, whether it's a pre-made GoalPlan or one that you've created using the Goal-Setting Wizard. We default each task reminder to be delivered to you via email once per week, but we encourage you to change the setting as often as you need to. You might find that you'd like to reminded about a specific task once a week and another on the 15th of every month.
Follow these steps to set reminders while creating a goal using the Goal-Setting Wizard or from your GoalPlan page:
- From Step 3 in the Goal-Setting Wizard, click the Edit button next to the task for which you want to set a reminder. Or, if you are changing the reminder on a task in an existing GoalPlan, first click on the appropriate GoalPlan on the left menu then click the Edit button next to the task for which you want to set a reminder.
The Edit Reminder page displays.
- Choose the type of reminder you want to receive from the Reminder drop-down listbox.
If you chose once, choose the date you want to receive the reminder.
If you chose weekly, choose the which day of the week you want to receive it.
If you chose monthly, choose the day of the month you want to receive it.
If you chose prior to due date, enter the number of days prior to the due date you want to receive the reminder.
If you chose random, indicate whether you'd like to receive a random reminder a few times a week, a few times a month, or a few times a year.
- Click Save Changes to save the reminder settings.
Changing the Frequency in which You Receive Reminders
To change the frequency of a reminder, follow the steps for Setting/Editing a Reminder for a Task and choose a different type of reminder from the REMINDER drop-down listbox.
Turning Off Reminders for a Specific Task
- From Step 3 in the Goal-Setting Wizard, click the Edit button next to the task for which you want to set a reminder. Or, if you are changing the reminder on a task in an existing GoalPlan, first click on the appropriate GoalPlan on the left menu then click the Edit button next to the task for which you want to set a reminder.
The Edit Reminder page displays.
- Select no reminder from the REMINDER drop-down listbox.
- Click Save Changes to save your changes.
Using Random Reminders
Random reminders enable you to receive reminders on a spontaneous basis. You decide how often you want to be reminded: a few times a week, a few times a month, or a few times a year.
To set a reminder to random, follow the steps to Set a Reminder for a Task and select random from the REMINDER drop-down listbox.
Billing/Closing Accounts
Try myGoals.com for 10 Days
When you register at myGoals.com, you automatically receive the first 10 days free. If you want to keep your account after the trial period expires, do nothing. Your credit card will automatically be charged eleven days after you have registered and each month thereafter. If you do not want to keep your myGoals.com account after your free trial expires, you must cancel your account before the 11th day of your signing up.
Update Billing Information
Follow these steps to update your (credit card) billing information:
- Log into your myGoals.com account (if you're not logged in already).
- Click the Your Account button at the top of your myGoals homepage. The Edit Account Information page will display.
- Click the Edit your credit card information button.
- Update/change your credit card information, then click Update.
Closing/Cancelling Your myGoals.com Account
To protect our goal-setters from losing valuable goal information from accidental account closures, users who wish to cancel their myGoals.com account must do so via the Your Account page.
To cancel your account immediately:
- Log into your myGoals.com account (if you're not logged in already).
- Click the Your Account button at the top of your myGoals homepage. The Edit Account Information page will display.
- Click the Close This Account link at the bottom of the Edit Account Information page.
- When prompted, reconfirm your intent to close your account by clicking the "YES, close this account now" button.
NOTE: You will receive an email confirming that your account has been closed. If you do not, email us.
For additional information, see the other sections of this Help Center:
Getting Started
Goal-Setting Tips
Your Account
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