It’s no secret that setting goals and writing them down makes you far more likely to reach them than if you didn’t write them down.

According to a recent study only 3% of people surveyed take the time to set goals and write them down.

Think about that for a minute.

In a room full of 100 people, only 3 will have written down their goals. 

Crazy, right?

And if writing down your goals makes you 42% more likely to achieve your goals, which it does according to Inc.com, then imagine how you can supercharge your goal setting by using a project management tool to track your progress!

I don’t know the stats, but I’d venture a guess that it would increase your chances of achieving your goals by another 40%-50%.

And even if it only increases your chances by 10%, isn’t that worth it?

Ok, so, let’s talk about how you can use Asana to track your annual, quarterly and monthly goals.

If you have the Business Plan on Asana then you have access to the Goals function that will help you build and track your goals throughout the entire year.

Today we aren’t going to talk about that though.

Today we are going to talk about using the free version of Asana to track and monitor your goals.

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Asana by itself can be a very valuable tool for tracking goals.

I have used it to track goals for small one personal companies as well as for large, multimillion dollar companies with hundreds of employees.

My point it, size is not the determining factor for the usefulness of Asana for goal tracking.

It’s all in how you use it.

So, let’s jump in.

First, make a project called Goals 2021.

You can use any view you’d like for this, I like the Board view.

*Side Note: I didn’t start out liking Board view. At. All. But it’s really grown on me. It’s not right for all projects, but for some of them I find it much easier to see things at a glance. Try them all out and see what works best. Each has their own magic place!

Ok, so you have a new project in Board view and the columns are simply labelled To Do, In Progress and Done.

Pretty stark really.

But not to worry. We have some customizations to make that will have this singing for you!

So, let’s rename the columns.  

Left to right label them Q1 (or First Quarter, whatever you prefer), Q2, Q3, Q4, Annual.

That’s it, simple, right?

Ok, now we are going to put 3 main tasks in each column. Label these tasks Jan, Feb, Mar for Q1 and then Apr, May, Jun for Q2 and so on.

Don’t worry about adding monthly tasks in the Annual column.

Now, add subtasks in each monthly task so you can track them. 

Here you can break them down further to add additional subtasks (yes, subtasks can have subtasks), add additional fields, tags, etc. 

You can even add them to additional projects so they can be worked on!

Now, in the Annual column you want to list all of your 2021 Goals. 

Add custom fields to this project using the Customize and Add Fields options. Here you can add areas of business. For instance, revenue, team growth, strategic goals, etc.

Ok, now you have a clean project that lists your goals, what categories your goals are in and whether they are annual or quarterly.

Now it’s time to assign the goals and put due dates on them. This is the fun part! 

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It’s the part that lets you make these goals real. Put them on the calendar and know when they will be complete.

If you have the paid version of Asana there are a lot of other things you can do once you have these set up. You can add them to portfolios, track progress weekly and send project update reports to anyone who needs them.

Once you start tracking your business, or personal, goals in Asana you will be surprised at how many more goals you reach than you did before!

HINT: Put your personal goals in Asana also. If you are the only one looking at it then incorporate it with your business goals. If others have access to the goals project then create a private one for you personal goals.  

Is getting fit one of your goals? Put daily walks or workouts on your list. Cleaning your house a goal this year? Put a task to clean each room on your Asana that recurs weekly.

There is no limit to how you can use Asana to keep track of your goals. Give it a try and let me know how you use it!


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2021 Goals


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