Planning Tools
From the main screen, you can directly access all the key tools to create and organize your strategic planning.
In this section, you'll find quick access to:
- Create a Strategy: Define your organization’s overall goals and direction.
- Create a Program: Group projects, tasks, and actions under a unified initiative.
- Create an Action Plan: Design specific steps and assign responsibilities to carry out day-to-day actions.
- Create a Checklist: Ensure the completion of processes or tasks through clear and reusable checklists.
Creating Your Action Plan
To create a new action plan:
- Click on the Action Plan icon
- Enter the name of your new action plan
- Start setting objectives for the plan
- Return to the Home Page to see that your plan is now easily accessible
Action plans are perfect for bringing structure and tracking progress on any goal — from simple objectives to complex projects.
Creating Strategies, Programs, and Checklists
You can also create strategies, programs, and checklists from here by clicking on the corresponding icon. Just follow the same process you used to create your first action plan.
Exploring the Menu
Now that your action plan appears on the Home Page, you can explore the different options available in each Planning card's menu.
