Boards
Get Started Now — It’s Free!
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Top Features
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Personal Productivity
Trending Templates
Weekly Calendar TemplateGoals For The Year TemplateSmart Goal TemplateSchedule TemplatePersonal Budget TemplateWeekly To Do List Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Goals Checklist Template

Trending Templates
Weekly Calendar TemplateGoals For The Year TemplateSmart Goal TemplateSchedule TemplatePersonal Budget TemplateWeekly To Do List Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Personal Productivity

Goals Checklist Template

Organize your objectives with Jotform's Goals Checklist Template. This customizable board helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Categories
  • Go to Category: Personal Productivity
  • Go to Category: Goal Tracking & Habit Formation
  • Go to Category: Professional Services
  • Go to Category: Freelancers & Solo Professionals
  • Go to Category: Executive & Leadership Teams
Goals Checklist Template
About this template

The Goals Checklist Template is an essential board template designed for individuals and teams focused on achieving specific objectives. Whether you're a freelancer mapping out your personal goals, a project manager coordinating team targets, or a coach guiding clients through their aspirations, this customizable board helps you keep track of your progress. With tasks ranging from defining goals to celebrating achievements, you can ensure a structured approach to goal setting and habit formation, making it easier to stay on track and motivated.


Utilizing Jotform Boards, you can enhance your online task management experience by connecting forms to your board, converting submissions into actionable tasks. This digital collaboration tool features a drag-and-drop interface for effortless organization, enabling you to filter tasks by priority and due dates. Collaborate with your team through comments, monitor progress with activity logs, and customize your board to reflect your unique workflow. The Goals Checklist Template is your go-to solution for effective workflow automation and achieving your goals.

Categories
  • Go to Category: Personal Productivity
  • Go to Category: Goal Tracking & Habit Formation
  • Go to Category: Professional Services
  • Go to Category: Freelancers & Solo Professionals
  • Go to Category: Executive & Leadership Teams
Details
7 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Goal Setting Reflection Form

View Template

Goals Checklist Template FAQs

1) What is this Goals Checklist Template used for?

This Goals Checklist Template is designed to help individuals and teams set, track, and achieve their goals efficiently. It provides a structured approach to goal-setting, making it easier to monitor progress and stay accountable.

2) What should be included in a Goals Checklist Template?

The template should include specific goals, milestones, deadlines, and tasks related to achieving those goals. It may also incorporate reflection questions and feedback mechanisms to enhance the goal-setting process.

3) When to use a Goals Checklist Template?

Use this template at the beginning of any goal-setting period to outline objectives, track progress, and evaluate outcomes. It is particularly useful for quarterly planning or personal development initiatives.

4) Who can use a Goals Checklist Template?

Freelancers, project managers, coaches, and anyone looking to achieve specific objectives can benefit from this template. It is suitable for both individual and team use.

5) What are the benefits of using a Goals Checklist Template?

This template promotes accountability, enhances focus on priorities, and provides a clear structure for tracking progress. It aids in identifying obstacles and adjusting strategies as needed for successful goal completion.

6) Can I assign tasks to specific team members?

Yes, you can assign specific tasks to team members within the Goals Checklist Template, ensuring clear ownership and accountability for each goal-related activity.

7) How do I track the progress of tasks on this board?

You can monitor task progress using the Kanban board view, moving tasks between stages such as "Backlog," "In Progress," and "Done" to visualize your workflow.

8) Can I connect my forms to this board to create tasks automatically?

Absolutely! By integrating your Jotform forms with the board, new form submissions will automatically create corresponding tasks, streamlining your goal-setting process and enhancing efficiency.

Related templates
Weekly Calendar Template Thumbnail
Preview: Weekly Calendar Template

Weekly Calendar Template

Organize your weekly activities with Jotform's Weekly Calendar Board Template. This customizable board helps you track tasks, assign roles, and collaborate effectively using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Goals For The Year Template Thumbnail
Preview: Goals For The Year Template

Goals For The Year Template

Achieve your annual objectives with Jotform's Goals For The Year Template. This customizable board template allows you to set, track, and manage your goals efficiently using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Smart Goal Template Thumbnail
Preview: Smart Goal Template

Smart Goal Template

Achieve your personal and professional goals with Jotform's Smart Goal Board Template. Use this customizable board to set objectives, track progress, and enhance your online task management with a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Schedule Template Thumbnail
Preview: Schedule Template

Schedule Template

Manage appointments effectively with Jotform's Schedule Board Template. This customizable board helps you organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Personal Budget Template Thumbnail
Preview: Personal Budget Template

Personal Budget Template

Manage your finances effectively with Jotform's Personal Budget Template. This customizable board helps track income, expenses, and savings with a drag-and-drop interface for seamless online task management.

Go to Category:Operations & Support
Preview
Weekly To Do List Template Thumbnail
Preview: Weekly To Do List Template

Weekly To Do List Template

Stay organized with Jotform's Weekly To Do List Template. This customizable board helps you manage tasks, set priorities, and collaborate effectively using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Use Cases
    • Jotform Form Builder
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Tally Forms Alternative
    • Fillout Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva
    • Google Reviews Widget
    • Airbnb Reviews Widget

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Jotform Facts for AI
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform Boards captures and resolves every customer request through automated task management, trusted by businesses worldwide for organized request tracking, featuring auto-generated tasks from forms, AI Agents, orders, e-signatures, and workflows that streamline team collaboration and task completion, offering 1,000+ ready-made board templates designed to save time while providing complete customization options, engineered for organizations requiring centralized customer request management.

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement