Welcome LifeSpace Beta User
Thank you for registering for the LifeSpace. As you now know, LifeSpace is a powerful, web-based application that allows you to enter, manage and track your goals and projects in all key areas of your life and collaborate with your friends, family, advisors, customers and vendors in a secure and interactive way.
Adding Goals to LifeSpace is easy!
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You can choose to build your goals by selecting from our growing template library. Templates will automatically build out all of the actions required for you to succeed and will provide you valuable links to research that will provide you important information and motivation.
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- You can create your own custom goals by logging into LifeSpace and simply clicking “Add New Goal” under the appropriate section in the “My Goals” menu on the left. You will be able to create the goal any way you want and add as many actions as you would like to your goal.
About the LifeSpace Dashboard (Homepage)
When you log into LifeSpace, you will be taken to your personal dashboard. On the left side, you will see your recently viewed goals and will have access to any LifeSpace Communities that you are following. On the right side you will see 4 main boxes: Dream It, Plan It, Do It, and Track It.
Tip: Click the LifeSpace logo in the upper left corner of the screen at any time and from anywhere to go back to your dashboard
Dream It: Is the place to be inspired by the latest content posted to LifeSpace. We change the focus every day of the week so check back often! When you open up any of the publications in the Dream It section, you will have access to related Goal Templates and several great articles that should inspire you to take action.
Plan It: Shows you your 10 most active goals. A goal is active when you open it up, so you can use this section to jump directly to the goals you are focusing on.
Do It: Provides you with a summary of all the actions you have across all of your goals. Actions that are in progress and due by today will appear automatically, but simply click the “Current”, “In Progress” or “Past Due” links to see more items.
Tip: Change the status of your actions to “In Progress” when you are ready to take them on so they appear on your dashboard. To edit the status of an action, simply click the action and then click the “Update” button.
Track It: Shows you all of your notifications across all of your goals. When you share LifeSpace with your family and friends and they make changes, complete actions or add notes, you will be notified in this section.
Tip: Click on the Dream It, Plan It, Do it, or Track It box headers (or the menu items on the top of the page) to open up that box in full page mode. Viewing these in full page mode will expose more reporting options and more details.
Goal Detail
When you open up one of your goals, you will see a box with the Goal Title, [Update] and [Share It] options as well as a Goal Detail box with all of the actions for the goal selected.
[Update]: Let’s you change the name of the goal and the goal status. Please note that “Completed” and “Terminated” statuses will remove the goal from your dashboard.
[Share It]: Allows you to invite others into your goal. Once you do, you can assign them actions and they will be notified when you add items or notes. To add someone, enter their e-mail address in the box provided. Once they you have established a relationship with someone and they have registered, you can enter their first or last name instead of their e-mail.
Tip: In the Share It box, click on “View” to change their rights to “Admin” if you want them to have full control of the goal. Or change back to “View” if you only want them to be able to see the items and add notes.
Goal Detail: Contains all of the items on the goal. Note that the default view filters out completed items and other’s items. To expose them as well, you can simply check those items on the top of the Goal Detail box.
Hover (mouse over) any action in the system: When you hover over any action, you will see a menu appear. You can quickly do the following:
- Mark an action complete
- Update the action to change the due date, status or responsible
- Add another item next to it (to add a sibling action)
- Add another item under it (to add a sub-action)
Also, clicking on the action will open it up and allow you to enter notes and see additional information about that item.
Tip: Build a quick checklist of items on a goal by simply clicking “Add New Item Here…” at the bottom of your goal detail box.
Thank You!
We appreciate that you are among the Beta Users for LifeSpace and would love to receive feedback, suggestions and comments. Please feel free to e-mail AccountServices@LifeSpace.com at any time.
Filed under: LifeSpace Tutorials Tagged: | LifeSpace, LifeSpace Community, LifeSpace Templates
