The default available headers cover Quarterly Goals for 2024 & 2025. If you’re reading this anytime beyond January 2026, follow these steps to set up Headers for subsequent years

• STEP 1: Locate the Headers repository

  • From the sidebar, Go to Databases (Editable) page

  • Scroll down to the Quarterly Goals section

  • Switch to the ‘Headers (Do Not Delete)’ tab’

    

• STEP 2: Create a new ‘Quarterly Goal’ by clicking the new button under the list of other headers. Using this button will ensure that the Quarterly Goal created inherits the filter settings of the rest of the entries
  • In this case, the defining property of a header is the checkbox on the first column. This checkbox is called ‘Is this a Header?’. The checkbox MUST be checked if this Quarterly Goal you’ve created is to work as a header

• STEP 3: Assuming you want to create a Header for 2026 Q1, go to the Calendar Quarter, related and tag 2026 Q1 from the dropdown list. Here’s a tip for finding it quickly.

  • Also rename the header: <Date Range Header — 2026 Q1>. The symbol in preceding the first letter of the name helps with sorting the header to the top-of the list. You don’t have to set this up. Its already been handled.

  • Upon tagging the Calendar Quarter, you will observe that the associated dates are automatically fetched to fill up 13 properties towards the left (Week 1 Date-range, Week 2 Date-range, … , Week 13 date-range)

  • However, 13 other properties will remain blank (Week 1, Week 2, … , Week 13)

    

• STEP 4: Fill in Week 1 by copying the content of Week 1 Date-range (use the copy button for faster results)

  • Next, highlight the content you just pasted and hold ‘Ctrl-E’ to turn it from regular text to code-type text (Or you can just click the Mark-as-code button in the highlight menu)

  

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