Achieve Time Management & Goal Setting Software Help

Projects (Achieve Planner)

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The Projects view uses a grid to display projects for a particular result area or display projects grouped by all result areas. See Using Grids for help with the grid user interface. See Using Priorities for more information on how to prioritize projects.

You can use the Result Areas drop down button to select the specific Result Area for which to display projects or select the "All Result Areas" item to display a grouped view of all result areas.

Achieve's Projects and Tasks views replace the to-do list used in traditional time management systems. A project represents an outcome or result that you want to accomplish while tasks represent the action steps. Separating these two concepts will help you make better use of your time by allowing you to focus on outcomes instead of just actions and is a more effective way of keeping tack of what you need to do. See Getting Organized Overview for more details.

Because Projects capture all your high level outcomes, some will be large and complex (develop a new product or prepare a client presentation) while others will be quite small and simple (pick up dry cleaning or reply to marketing email). While Achieve allows you to plan all your projects in great detail, you need to consider which projects need careful planning and which ones just need to get done. See Project Planning for details.

You can view a detailed report for selected projects using the File | View Report... command.

To open the selected project row(s) and reveal the Project Information form you can: double click on it, press Ctrl+Enter or invoke the File | Open | Open Selected Items... command from the file menu or standard toolbar.

Project Actions

The project view supports the following project specific commands through the Actions menu.

Complete Project	Completes the selected project (marks it as completed) and allows you to record work/expenses for the project. See Recording Work/Expenses topic.
View Tasks	View the tasks for the active project
Export to Outlook	Export the active project to Microsoft Outlook® (as an Outlook® Task)
Demote to Task	Demote selected projects and convert them to tasks of their parent project
View Email	For projects that were imported from Outlook® emails, view the associated email in Microsoft Outlook® (see Outlook Synchronization for details)
Attachments...	Opens the Project Information Form in the attachments tab so you can add/launch project attachments/URLs
Set Recurrence...	Set the recurrence settings for the project (see Project/Task Recurrence for more information)
Skip Recurrence	Skip a recurrence instance for the project (without creating a new recurring item)
Reschedule	Reschedule all active projects/tasks based on the latest information. See Project/Task Scheduling for details.
Schedule Block	Schedule a project block for the selected project in the weekly schedule. The size of the project blocks is based on the "Block Size" setting in the Project Information Form. Press Esc key to end the project drop mode.