Quarterly Review
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | Name Of Quarter - Theme
eg. Q4 2022 - Courage | / | Always Show |
Dates | Date | Dates that this quarter encompasses. Be honest with your true start and end date! | / | Always Show |
Months | Relation | Shows all the months related to this quarter. | Monthly Review | Always Show |
Areas of Focus | Relation | The Areas and Values in focus this quarter. | Areas & Values | Always Show |
Pre-Quarter Notes | Text | An outlook of the quarter to come. | / | Always Show |
Post-Quarter Notes | Text | A reflection of the quarter that passed. | / | Always Show |
Template Name | Properties Auto-Filled | Purpose | Section 1 | Section 2 | Section 3 |
New Quarter
DEFAULT | / | Opens up a new quarter. | This Quarter’s Focus
- Setup Your Properties
- Determine My 6 Areas and Values (Areas & Values)
- Take Pre-Quarter Notes! | This Quarter’s Review
- Monthly Highlights (Monthly Review)
- Areas Of Improvement (Areas & Values)
- Values To Stand By (Areas & Values)
- Take Pre-Quarter Notes! | This Quarter’s Workflows
- Recurring This Quarter (Recurring Quests) |
Monthly Review
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | Name Of The Month - Theme
eg. September 2022 - Hope | / | Always Show |
Date | Date | Dates that this month encompasses. Be honest with your true start and end date! | / | Always Show |
Quarter | Relation
(Limit 1) | Shows the quarter related to this month. | Quarterly Review | Always Show |
Weeks | Relation | Shows all the weeks related to this month. | Weekly Review | Hide When Empty |
Pre-Month Notes | Text | An outlook of the month to come. | / | Always Show |
Post-Month Notes | Text | A reflection of the month that passed. | / | Hide When Empty |
Template Name | Properties Filled | Purpose | Section 1 | Section 2 | Section 3 |
New Month
DEFAULT | / | Opens up a new month. | This Month's Focus
- Setup Your Properties
- To Do List
- Reference: Areas and Values In Focus
- Areas / Values (Areas / Values)
- Determine Your Goals and Key Results
- To Do List
- 🚀 All Goals (Success Plan)
- 🚀 Goals - QX 202X (Success Plan)
- 🚀 Set Your Goal Areas (Success Plan)
- Focus Your Masters and Trackers
- In Focus 👀 (Areas & Values)
- Master (Areas & Values)
- Trackers (Areas & Values)
- Take Pre-Month Notes! | This Month's Review
- Hand In Your Goals
- Goals To Do This Month (Success Plan)
- Weekly Highlights
- Weekly Review (Weekly Review)
- This Month’s Success Plan
- How many goals and key results did I accomplish? (This Month) (Success Plan)
- Which weeks were I most productive? (Success Plan)
- Was I focused this month? (Success Plan)
- Review Masters and Trackers In Focus
- In Focus 👀 (Areas & Values)
- Masters (Areas & Values)
- Trackers (Areas & Values)
- Take Pre-Month Notes! | This Month's Workflows
- Recurring This Month (Recurring Quests) |
Weekly Review
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | W# - Month
eg. W1 - September | / | Always Show |
Date | Date | Dates that this week encompasses. Be honest with your true start and end date! | / | Always Show |
Month | Relation
(Limit 1) | Shows the month related to this week. | Monthly Review | Always Show |
Pre-Week Notes | Text | An outlook of the week to come. | / | Always Show |
Post-Week Notes | Text | A reflection of the week that passed. | / | Hide When Empty |
Daily Quests | Relation | Shows the daily quests that are related to this week. | Daily Quests | Hide When Empty |
Mood | Rollup | Shows the mood progression throughout the week. | - Daily Quests
- Happiness
- Show Original | Hide When Empty |
Sleep (Average Hrs) | Rollup | Shows the average sleep achieved this week. | - Daily Quests
- # of hours sleep
- Average | Always Hide |
Intentionality (Average) | Rollup | Shows the average intentionality. | - Daily Quests
- Intentionality #
- Average | Always Hide |
Word Cloud | Rollup | Shows all the words about the days during the week. | - Daily Quests
- Three Words
- Show Original | Hide When Empty |
Conversations | Rollup | Shows the meaningful conversations had this week. | - Daily Quests
- Meaningful Convo
- Show Original | Hide When Empty |
Mistakes | Rollup | Shows the mistakes this week. | - Daily Quests
- Mistakes
- Show Original | Hide When Empty |
Gratitude | Rollup | Shows the gratitude this week. | - Daily Quests
- Grateful For
- Show Original | Hide When Empty |
Template Name | Properties Filled | Purpose | Section 1 | Section 2 | Section 3 |
New Week
DEFAULT | / | Opens up a new week. | This Week's Focus
- Setup Your Properties
- Focus Your Goals (Success Plan)
- Focus Your Key Results (Success Plan)
- Create Your Projects (Success Plan)
- Take Pre-Week Notes! | This Week's Review
- Hand In Your Key Results (Success Plan)
- Hand In Your Projects (Success Plan)
- Create Masters / Trackers For Successful Projects (Areas & Values)
- This Week's Daily Quests (Daily Quests)
- This Week's Success Plan (Success Plan)
- Take Post-Week Notes! | This Week’s Workflows (Recurring Quests) |
Synced View | Purpose | Views |
[Quarterly Review] At A Glance | Manage your quarterly reviews. | - Quarterly Review (Gallery) |
[Monthly Review] At A Glance | Manage your monthly reviews. | - Monthly Review (Gallery) |
[Weekly Review] At A Glance | Manage your weekly reviews. | - Weekly Review (Table) |
