Plan your Year and Quarter

Yearly and quarterly plans are documents you create to capture your intention, your groups, and the goals or milestones under them. Unlike planning a day or week — which simply schedules tasks — a plan is a thing in its own right that lives in your sidebar.

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Starting a plan

There are a few ways to begin:

• On Mac, click File → Planning → Plan your Quarter or Year….
• Hover the + at the bottom of the sidebar and choose New Plan.
• Sonto also prompts you near the start of a new quarter or year.
• On iPhone, tap the + on the home screen and choose New Plan.

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The guided flow

Creating a plan puts you in planning mode, which walks you through four steps — Review → Intention → Plan → Finalize — and then you commit. For the full step-by-step, see the tutorial. It’s recommended to plan your year before your quarter, and your quarter before your week or day — each level anchors the next. That said, starting at the quarter is perfectly fine if a year feels like too much.

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Plans live in your sidebar

A plan is a document — think of it as a roadmap with your goals and vision — and it lives in your sidebar, always a click away.

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Updating plan progress

As the quarter or year unfolds, click a plan in the sidebar and check off what you’ve completed; long- click a checkbox to mark something in progress. Plans behave much like projects. When a plan is finished — at the end of the period, or once you’ve done what you set out to — close it by clicking the green progress pie next to its title. Closed plans leave the sidebar to keep it uncluttered; you can always find them in the Plans area.

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Plan states

A small badge below a plan’s title shows its state:

• Active — planned, current, and open. The stuff to focus on.
• Past — planned but no longer current, and still open. Worth reviewing and closing.
• Future — planned but starts later. Prepared, but not yet begun.
• Draft — you haven’t finished planning it yet.
• Closed — reviewed and done.

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Linking plans

When you create a plan, Sonto links it to relevant others — the quarter or year before it, or the year a quarter belongs to. Linking lets Sonto show the right previous plan during the Review step, and lets you jump quickly between plans. Set links in the new-plan dialog, and change them later on the plan page.

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The Plans area

New plans are gathered in a 🎯 Plans area, created automatically with your first plan. Closed plans leave the sidebar but remain here, so current and past plans are always in one place.

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Multiple plans for the same period

You can create more than one plan for the same period — for example, separate work and personal plans, so you can share your work plan without revealing everything personal. Double-click a plan’s title to rename it to something more descriptive.

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