A five-year vision workspace for individuals planning across life areas — career, family, health, financial, fulfillment — with quarterly reviews and an AI coach agent in Taskade.
What's Included
- Vision Tree: Five-year vision cascading into yearly themes, quarterly priorities, and weekly actions on a Mind Map view
- Life Area Database: Table view with area, current state (1-10), target state, gap, next action
- Life Coach Agent: AI agent runs the quarterly review with structured prompts and reflections
- Quarterly Review Automation: Auto-scheduled review session every 90 days with prep-prompt
- Mood + Streak Dashboard: Daily mood log feeds the coach's next prompt
Why This Template Wins
- Vision stays alive: Most five-year plans get filed. Life Coach Agent surfaces the vision in every quarterly review
- Cross-area balance: Agent flags when one area gets all the attention while another atrophies
- Reflection compounds: Last quarter's reflections feed next quarter's plan
How to Use
- Clone this template into your Taskade workspace
- Customize five-year vision and life areas
- Connect your calendar, mood tracker, or notes
- Train the Life Coach Agent on your tone preferences
- Set up automation triggers for quarterly review prompts
FAQ
Does this work alongside therapy or coaching?
Yes. Most users pair this template with their human coach — Life Coach Agent handles the daily and weekly cadence; the human handles the deep work.
Can the agent push back on unrealistic goals?
Yes. Agent reads the gap, time horizon, and pace history — flags when a goal is unrealistic with a recommended adjustment.
What plan supports private journal data?
Pro ($10/mo annual) supports private workspace data and unlimited agent calls.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Personal Templates. Browse life-design apps in the Community Gallery.