Workflow · Goal to execution
From the goal to today's checkmark.
One workflow, five objects, no reconciling. Every stage is an object in Peak One, and every app shows the same status.
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Trigger → Objects → Steps → Result
The process.
- TriggerNew quarter
- 01 · GoalPhrase the goalPeak Work
- 02 · MilestoneSet milestonesPeak Work
- 03 · TaskCreate tasksPeak Board, at the milestone
- 04 · TaskChoose your Next 3Home
- 05 · TaskSchedulePeak Day
One model
Objects involved.
Milestone
- belongs toGoal
- moves forwardTask
- carriesRoutine
- ownsPerson
Automations
What happens automatically.
- If A task is completed in Peak Daythen It's done on the board and on HomeAvailable
- If A task is overduethen Home counts them and links them under “Needs attention”Available
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- FunctionFocusNext 3, daily plan and energy profile: start less, finish more.View
- FunctionGoalsOne goal, three milestones, routines and this week's tasks.View
- Use casePut company goals into actionKeep goals lean enough that they get read in daily work.View
- Use caseWeekly planningThree priorities every week, scheduled into the day, derived from the goal.View
- Software categoryProject management softwareEvery project task with a person, a due date, and a visible status.View
✦ A Peak principle
Not every path leads forward. The next one already does.
Back to orientation
More workflows
Workflows across teams: triggers, objects, steps, automations and the result.
Start with From goal to execution. The rest follows.
Goal → milestones → Next 3 → daily plan → done. Log in with Google and see your company in one place.
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