Goals & Milestones

Dial8's goal system provides hierarchical planning with Goals, Milestones, and Tasks — giving you a clear picture of progress from high-level objectives down to individual action items.

Goal Hierarchy

Goal (high-level objective)
├── Milestone (key checkpoint)
│   ├── Task (action item)
│   ├── Task
│   └── Task
├── Milestone
│   ├── Task
│   └── Task
└── Milestone

Creating Goals

Create a goal with:

• Name — What you're trying to achieve
• Description — Additional context
• Target date — When you want to complete it
• Color — Choose from 8 color options for visual organization
• Icon — Select from 12 SF Symbol icons

Goals can be created manually, through AI chat, or by voice.

Milestones

Milestones are key checkpoints within a goal. Each milestone has:

• Name and description
• Target date
• Status: Pending, In Progress, or Completed
• Linked tasks that contribute to its progress

Progress Tracking

Progress cascades automatically:

• Milestone progress = percentage of linked tasks completed
• Goal progress = percentage of milestones completed (each milestone has equal weight)

The dashboard shows visual progress bars for each active goal.

Goal Management

Sort goals by target date, created date, name, or progress percentage.

AI Integration

The AI assistant can:

• Create goals with milestones and tasks in one conversation
• Suggest milestones based on your goal description
• Track progress and remind you of upcoming deadlines
• Agents can work toward goals autonomously