Effexis & Goals To Action Blog

This video shows you how to define your three focus projects using Achieve Planner.

Click Here to View Tutorial

We’ll add the first two using the Outline tab and we’ll add the last one using the Projects tab so you can see how that works.

The master outline provides an overview of all result areas, projects, and tasks.

This is what the grid of the master outline looks like when you first create a new data file.

Now let’s add the first two projects using the Outline.

1. Click the Outline tab in the main window. (You can also select the Go -> Outline command in the Go menu)
2. Select the Work result area by clicking on the row header (gray square) at the start of the row.
3. Select Insert->Insert as Child command (or press Ctrl+INSERT keys).
4. Select Project from the “Select Child Type” dialog to indicate that you want to add a child project to the Work result area.



5. This will create a new Project row under the Work result area. We used Insert as Child because we want the new project to be under or contained by the Work result area. Enter the name of the first project (Write cat herding ebook in this example) and press ENTER key to add a new row at the same hierarchical level.

Note:     Pressing ENTER after adding a row creates a new blank row at the same level immediately below it.

6. Enter the next project (Develop PPC campaign) and press ENTER.

Note:     If you pressed ENTER again after the last project, you will have a blank row. You can remove the extra blank row by pressing the ESC key now, which will cancel the insert of the new row.

Adding the Last Project Using the Project Tab

We’ll add the last project using the Projects tab so you can see how that works.

1. Click on the Projects tab in the main window (or use the Go -> Projects menu command)
2. Use the Result Area dropdown to filter the Projects tab to only show projects contained by the Work result area. Click on the ‘All Result Areas’ button and select Work from the tree.



3. Select the 2nd project (Develop PPC Campaign) by clicking on its row header
4. Use Insert -> Insert After menu item (or press Insert key) to add a new blank row after the currently selected one
5. Type the name of the project (e.g., Build cat herding website)

You’ve now defined your 3 focus projects.