We created a goal setting plugin for our clients who have WordPress based membership sites and associations.
The plugin allows users on your site to set goals. A goal in our view consists out of a title, description, a deadline and then breaks down into tasks and substeps to be achieved along the way. The plugin allows for progress tracking and plays nicely with the Gamipress suite of WordPress plugins, which allow for further gamification of your unique processes.
How to Set a New Goal
Go to your Goals page.
Click on the "Set Your New Goal" button.
Set your goal's title on the Title field. This field is required.
Add New Goal Form
You can describe your goal in detail in the description field below the title field. Refer to image above
You can also add a target deadline for your goal. Clicking on the target deadline field will open a date selector that allows you to select month, date, and year for your deadline. Refer to image above
If you want to add steps to your goal, simply click on the add goal step button. You can add as many steps as you like. Refer to image above
Describe your new step on the field provided.
New step with description field and Add Substep button.
You can also breakdown each step by adding substeps. Refer to image above
A description field is also provided for each substep.
Substep with description field.
How to Edit Your Goals
Go to your Goals page.
Click on the edit goal button.
Edit any field that you want to change. You can now see checkboxes beside the goal title and each steps and substeps. Check the checkboxes once you have completed them.
Reordering Steps and Substeps
You can reorder Steps and Substeps by simply dragging the first column on each row. See the red boxes on the following image.
When you hover on a Step or Substep, an arrow appears above the first column. The arrows can also be used to reorder your Steps and Substeps.
If you want to delete a step, simply hover over the step that you want to delete and click on the circular "minus" button at the rightmost column of that step.
Deleting a substep works the same as deleting steps. However, substeps are inside the container or row of each step, so make sure you are clicking the correct "minus" button for that substep.
Quickly Set Your Goal as Complete
On your goals page, click on the check button of any goal that you want to set as complete.
After a second, the check button will turn into a star button indicating that you have successfully set your goal as complete.
To reset your goal to incomplete status, simply click on the same star button.
How to Delete Your Goal
To delete any goal, first, click on the X button of that goal.
A confirmation popup opens. Click on "Delete" button to confirm.