Achieve Planner

Personal Time Management Software



Advanced Productivity Tools

7. The Productivity Process

The Overview tab helps you see the Productivity Process behind Achieve Planner and provides easy links to the different parts of the software.

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In Step 2, you also get a notification of any new tasks (in red) that you've captured or imported in your Inbox. You can then Invoke the New Task Organizer using the link.

Using the Tools -> Options menu (Display) you can set this Overview as your default 'home page' every time you start Achieve Planner.

When you download Achieve Planner, you'll get access to the Training Center, which includes a time management training course that walks you through this productivity process step-by-step.

8. Project Templates

You can use any existing project as a template for creating a new project. Using templates can save you a lot of time if you have events, checklists,  procedures, or other recurring projects that all have similar sets of tasks.

To create a new project from a template, you use the File -> New -> New Project From Template menu item.

This will bring up a dialog that will help you select the project that you want to use as the template for the new project instance.

Then you can customize the new project instance as needed...

before adding it to the outline.

Some tips for getting the most from project templates:

  • I recommend creating a special 'Templates' project to store/organize all your templates

  • Add a prefix to all your template projects (like 'TP-') to make them easier to find using the template chooser dialog filter.

  • Set the priority of template projects to D to hide them in the Task Chooser

9. Life Planning System

Achieve Planner is more than just a productivity tool, it is a comprehensive life planning system. In the end, being more productive doesn't matter unless you are heading in the right direction and creating the kinds of results that you really want in your life.

"The best life planner I've ever used! When it comes to doing complete "Life Planning" there are very few products on the market that allow for it... I've tried everything from paper planners to over a dozen software packages. I've settled on the Achieve Productivity Suite to help put my life in order!"

- Eric Eckberg

The Productivity Suite edition of Achieve Planner also includes several life planning and goal setting tools like:

  • Your strategic life plan

  • Capture, organize and plan your goals and dreams

  • Break goals down into projects and tasks

  • Track your progress on your different goals

  • Metrics that help you track progress and results

  • Daily goal review

  • Link motivational images to your goals

Discover your mission for each life areaAchieve planner uses result areas to represent your life dimensions or roles. This helps you balance goals and projects across the important areas of your life.

You can develop mission/vision statements for each area, capture your guiding principles/values, and perform a Strengths/Weaknesses/ Opportunities/Threats (SWOT) analysis.

Set, Plan and Track All Your Goals

Goal planning formThe goals list allows you to set, organize, plan, and track your goals.

They may represent short-term goals supporting a dream, or any other type of goals you are pursuing.

Achieve Planner helps you create powerful action plans for each goal, including purpose/vision statements, benefits, obstacles, breaking the goal into smaller steps, regular actions, and rewards.

Keep Track of Your Progress for Your Goals

View your progress using metricsEach goal contains an entry where you can record individual achievement/progress milestones.

In addition, you can track measurable values using metrics, which allow you to enter numeric values for any measurements you want to track.

Use performance reports to view your progress in each metric you are tracking.

10. Two-Way Sync With Microsoft Outlook®

If you use Microsoft Outlook® (XP/2003/2007), Achieve Planner can keep your appointments and tasks synchronized with your Outlook calendar and tasks folders.

Since Outlook synchronizes to most PDAs, Smartphone and Blackberries, you can use it to synchronize your data and take it with you.

You can even track action-oriented emails as projects/tasks in Achieve Planner.

There are two ways to do this:

Import Emails Directly

In the Outlook Synchronization Settings (use Tools -> Outlook Synchronization then click Settings button), you'll find a Hot Key (Alt+Win+E by default) to import the currently selected email(s) from Outlook into Achieve Planner.

Import Emails Automatically

The other option is to create a special folder in Outlook (like 'Todo' under your Inbox) and tell Achieve Planner to import new emails from this folder as tasks during the next Outlook Synchronization.

NOTE: In order to import emails from Outlook, you must set the Outlook settings to Import Email AND select the folder(s) from which you want to import emails.

Imported emails are collected under the Inbox special project for later processing.

Other Outlook Synchronization Options

Achieve Planner can also synchronize your Outlook tasks, appointments and contacts.

By default, Achieve Planner only imports data from Outlook, but you can change the settings to perform a full 2-way sync.

11. Automatic Scheduling

If you provide effort estimates for your tasks, Achieve Planner can automatically compute the expected start/end dates for your projects and tasks based on your effort estimates, priorities, and weekly schedule project blocks.

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Never forget a deadline againYou can use the Actions -> Reschedule command anytime you make a significant change to your projects, tasks, or weekly schedule to re-compute the start/end dates of projects & tasks.

Achieve Planner will warn you if any of your projects or tasks are overdue or running behind schedule based on the expected dates and any deadlines you've set.

30-Day Trial - Try Achieve Planner for Free

I have so much confidence in Achieve Planner, that I'm willing to give you a free 30-day trial so that you can take it for a spin and see for yourself if it will work for you.

"As I stated in a previous message, the "Achieve Planner software" is the "BEST" on the market today. I've used Act, and PlanPlus software for several years and these programs can not compare to Achieve Planner. You've captured all of the time management tools I've wanted for many years rolled in to one fantastic designed package.

The free "complete" trial version really provided the opportunity to really test drive your program.

I'm sold on the Achieve Planner software, and will be purchasing the program as soon as I send this message.

Great job!"

- Harold Zimmer

It's easy to get started right away...

Click here to download your free 30-day trial of Achieve Planner today!

You have nothing to lose. If you don't like it, simply uninstall it. You don't pay anything until you decide to purchase.

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Case Study # 6 - Entrepreneur / Business Owner

Renee’ Ruby is an entrepreneur/proprietor of RubyImage Design Studio. She is also executive director for Poised Pageants. “Before using Achieve Planner I could not stay on task or focused too much on a task so that priorities were not kept.”

Since she started using Achieve Planner, Renee has found it much easier to stay on task and prioritize tasks in her work, homeschool, extracurricular activities and personal life.

She’s also noticed other positive side effects, saying, “My stress has been reduced by the fact that I always stay prioritized. I do not spend too much time on mundane tasks when I have more important things to do. My homeschool efficiency has improved greatly and kept my kids from having too much time on their hands due to my working and leaving them to their own accord.” Renee adds, “In fact, in some areas I have created such positive habits in prioritizing that I no longer need reminders or schedules.”

Two features that Renee finds useful for life management are the wish list and the goal planner. She says, “The wish list is SO nice to have - I've always discovered things I wanted to get for whatever reason but never could remember them when needed the wish list lets me keep those things close-by so I have them when I need them. I also appreciate the goal planner as it is nice to have a list close by that I can look at on occasion to refocus or motivate myself.”

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Works with Windows 2000, Windows XP, Windows 2003 Server, Windows Vista,
Windows 7, Windows 8





“I was reading over the testimonials on your website and I have to agree with all of them. I have spent the last 10 years working really hard on my time management skills and using the Tony Robbins RPM system.

Honestly I have to say that by using the Achieve Planner system, it has helped me focus much more on my RPM process because I was not wasting the time I was before managing the system. I have gotten a very good process down now and my efficiency and effectiveness has skyrocketed.

Mike Suco

“I purchased AP for my business and it has been a huge help in tracking and getting things done. It is straightforward and easy to use. It makes getting projects done much easier and tops Outlook and other tools that are either featureless or too huge and complex.”

Ray Diaz

“This by far the most intelligent piece of time-management software I’ve come across and I’ve tried a few.”

Joe Kissoon

“I’ve been using it for almost a month, and I’ve found it to be very helpful in managing my dissertation project.”


“I’ve looked at several personal productivity / task management software packages over my 9 year career in IT... I have to say that Achieve Planner is hands down the best personal productivity app I’ve ever used!

It is quick to learn & awesome at unifying all of my life’s commitments while not skimping on the details if you should need them. I also love the ongoing time management tips & messages of encouragement which really help keep me focused and remind me WHY it is important to stay on-track! Thanks Effexis!”

Greg Pickrell

Wow! I’ve been waiting 20 years for this product!”

Fernando Chapa

“Your Achieve Planning software is the best I’ve used. Continue the great work!”

Dan Cross

“Achieve Planner is the first time-management software program that I have found that really allows me to organize myself in a way that is more consistent with my wholistic lifestyle.

Believe me I have checked out a few programs and have an entire shelf of books and videos in addition to all the workshops and seminars I have attended.

It has been an up hill battle for me as a very right brained, ADDer (Definition of ADDer: Someone who finds life so exciting and full of possibilities that they can’t help but keep adding more and more to their already fabulous life!)

For me the point of managing my time is to be able to live with minimal stress and have even more fun, pleasure and prosperity... and Achieve Planner helps me do that!”

Caroline Bell, PhD

“I have tried just about every piece of time and project management software on the Internet, as well as most of the goal setting software that’s out there too!

I have to say that Acheive Planner is _the best_ program I have ever used.”

Dean W. Charron

“Also, thanks for a brilliant product. I have tried several time management type applications prior to discovering "Achieve" and they all seemed to lack something.

After loading the achieve trial I purchased the product very quickly afterwards as I could see the potential. I’ve now been working with "Achieve" for three weeks and will certainly recommend it to others.

It does exactly what I need and gives me a method of managing the multiple projects that my daily work involves.”

Paul Ralph
Scotland UK

“Thanks for making such an awesome product. This is far superior to any I’ve used before!”

Stephanie Chapman

“I work from home, and use to have my work schedule, ideas, and notes, spread between two desks, on multiple pieces of paper or just held in my head.

Achieve Planner has changed all of that. This tool is incredible, and has helped me organise everything so that I now have a solid plan to work to.

I know exactly what I have to do each day, and I can promise you one thing. Planning for the weeks and months ahead has never been this fun! Keep up the great job!”

Andy Williams

“Thanks so much for making a great product. It’s really helping me get organized in my personal and professional life.”


“It’s a great software product and we both love to use it. We both tried to use Tony Robbins OPA/RPM system for years.

My husband managed to make some progress with it, but it was a little too complicated.

The Achieve Planner does everything that OPA should have done and it is perfectly integrated with Outlook. More people need to know about it”

Liz Blackham

“I’d like to say that I really enjoy working with AP planner.

You made it so ergonomic. We can reach easily and rapidly any task, contact or project.
The keyboard shortcuts are very useful and intuitives.

There’s a lot of possibility in this software (I didn’t use every one of them yet) and I can’t hardly wait for the next developpements.
Really, Bravo !”

Richard Lavoie

“Your Acheive Planner is a work of genius. I recently purchased the
productivity suite and am stunned by all that this program offers. It’s like having a 24/7 personal assistant and personal life coach all rolled into one.

I just want to thank you for the time, effort, and creativity you’ve put into developing this truly revolutionary product.
May you live long and prosper!”

Mercedes Goldcamp

“I am in love with Achieve Planner. It has made a significant difference in how I organize my time and I am accomplishing more than ever without that feeling of being overwhelmed. Thank you for developing it.”

Bev Dugar

“This is the very best planning system I have ever used. I manage a small business and run about 5 or 6 departments by myself.

Achieve Planner has made it possible to effectively track all of my tasks and projects in one system. Thank you. Keep up the great work.”


“The tutorials are excellent - short and to-the-point. They clearly explain  the steps needed to achieve a task in Achieve Planner without a lot of extraneous commentary.

I was/am very impressed. There are a lot of garbage tutorials ’out there’. Yours are excellent & I have found them most useful.”


“I’m finding it quite helpful. I’ve just been using the basics for about 3 weeks now and already starting to feel like I have a better grip on my week.

It allows me to take a realistic look at the amount of time I have available and then plan my task time accordingly.

I’m finding fewer tasks are "slipping between the cracks", plus I’m not as frustrated by not trying to meet unrealistic expectations.

The integration with Outlook is also very handy in that I can easily assign Tasks to staffers.”

Mark Herman

“Btw, I am IMMENSELY pleased with the Achieve Planner. I am a software engineer myself, and appreciate the detailed attention to the finish the careful engineering that has gone into the features of the software. Very well done!”

Arthur Vanderbilt

“I have been using this tool for about a month - I have tested many,
many, software tools for project & task planning before and have NEVER found anything that has immediately and positively impacted the way I work.

This is a GREAT tool and I only wish I’d found it years ago.

Thank you!”

Paul Sheard

“You have a very good program and its the best I have seen. Thanks for the help and I look forward to using it daily.”

Paul R.

“I sent you an email earlier on Procrastination and the wins I had from that course. I just thought the wins were big until I started applying the technology of your Time Management course.

Just after the first week of using Time Charts and Project Blocks my production has soared mainly due to NOT multi-tasking and doing what I'm doing while I'm doing it.

I have benefited greatly from using your technology and your software program, Achieve Planner.”

James Owens



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