Logseq dashboard for life planning

I’ve long been devel­op­ing my plan­ning and review system in dif­fer­ent note-taking apps. Recently, I moved to Logseq, a pow­er­ful tool that lets you build a per­son­al­ized dashboard. It works almost iden­ti­cally to Roam Research, but is based on local text files instead of an exter­nal database. Here’s an overview exam­ple of what you can build for yourself.

Building your Logseq dashboard page

Here’s what my life plan­ning dash­board looks like now

Each entry in the table on your Logseq dash­board rep­re­sents a unique page within the system. These pages col­lect links to related doc­u­ments for dif­fer­ent time periods. The beauty of this is that it’s all built on simple queries read­ily avail­able within Logseq, making dash­board cus­tomiza­tion a breeze.

{{query (and (page-tags [[🧭 life planning]]) (page-tags [[worksheet]]))}}

I use the page meta­data fea­ture to add page tags and statuses:

To add meta­data to a page, you simply write it in the first lines of the page:

alias::
tags:: [[🧭 Life Planning]], [[worksheet]]
status:: #status-in-use
last-review:: [[2023-07-18]]
related::

Vision-specific pages

These are spe­cial­ized pages within your Logseq dash­board that gather plan­ning notes from var­i­ous perspectives:

• 🎯 Attention zones and desired outcomes
• 🌟️ Focus zones
• 👨🏻 My long-term health plans and goals
• 🪣 My Bucket List

”🏃 Long-Term Plans” is a page that links to the plans for each year and to multi-year documents.

Period reports

Here are the pages that col­lect the period reports I write:

• Yearly report
• Quarterly report
• Monthly report
• Weekly report

For exam­ple, here’s what the quar­terly report page looks like:

Here I link indi­vid­ual report pages manually.

Why build such a cumbersome system

If you want plans to come true, you need a cas­cad­ing plan­ning system. Meaning a way to turn long-term vision into daily actions. I use vision-specific pages and peri­od­i­cal reports to com­pare my actual per­for­mance with my vision for the future. Also, I don’t have a proven one-size-fits-all approach; these are my attempts.

My pre­vi­ous post on long-term plan­ning: A formula that helps describe your desired life for this year.