Set and track goals
The Goals page (/platform/goals) tracks your objectives with deadlines, task checklists, and progress — across Active, Completed, and Analytics tabs.
Create a goallink
One honest note on the Karris role: today it is saved as a preference on the goal and shown as a badge. Karris does not act on these roles automatically yet — automatic goal advising and tracking is rolling out; until then, ask Karris about your goals directly.
- 1Sign in and open /platform/goals, then click New Goal.
- 2Give it a title (for example “Evaluate CRM solutions”), an optional deadline, and a description of what you want to achieve.
- 3Optionally pick a Karris role — Advisor, Tracker, or Coach — and create the goal.
Work the goallink
Expand a goal’s Tasks section to add checklist items and tick them off as you go. Each goal carries a progress bar, and active goals offer Mark complete and Delete. Goals that accumulate platform activity also show a metrics block — Koins spent, AI interactions, tools evaluated, and decisions.
Analyticslink
The Analytics tab totals your goals, completion rate, tasks done, and average progress — a quick read on whether your evaluation pipeline is moving.
Frequently asked questions
Does the AI track my goals automatically?expand_more
Not yet — and the page says so. The Karris role you pick is stored as a preference; automatic advising and tracking is rolling out. In the meantime, ask Karris about your goals directly.