How to use the Life balance check template

Start a board from it
Use this template opens a new Freero board with the Life balance check template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Life balance check”.
Follow the instruction on the board
“Score quickly, then read the low scores twice. You are not fixing everything: choose one area to give a little more this month.”
Fill in each part
- Friends and family Who have you really spent time with lately?
- Rest and fun When did you last do something just because you like it?
- Home Does your space help you or wear you down?
- Health Sleep, movement, food. Score 1–10 and say why.
- This month’s focus Which one or two areas get attention, and what is the first small change?
- Work Is the work meaningful and the load sustainable?
- Money Do you feel calm or anxious about money?
- Growth What are you learning or getting better at?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Life balance check board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Monthly reset
A personal end-of-month review: what happened, what you’re proud of, what drained you and what to focus on next month.
Weekly review
Thirty minutes on a Friday to look back at the week, notice what drained or fed you, and choose what next week is for.
Decision journal
Record a decision while you make it: the options, what you expect, how sure you are. Review it later to judge the thinking, not the luck.
Portfolio reflection
Look back over a term’s work, pick the pieces that show growth, and say what you learned and what you will aim for next.
Student goal setting
A student sets one learning goal for the term, breaks it into steps and decides how they will know it worked.
Reading list
Track books and articles from “want to read” to “done”, with a line on what each one taught you.