Projects Overview Creating a ‘s management module allows users to organize tasks into . Each has a start date, deadline, creator, team members, and viewers and includes all the needed to complete that . […]
Meeting Methodology From meeting management to project management; employee engagement to performance reviews, Performance Scoring, is your go-to source to connect your people to the organization and the organization to its people.
Create New Project To create a , use the nav panel, select >> List. Once on the main page, click the + New button at the top. That will open the “New ” […]
Create a Project from inside a Meeting As of v6.3, you can create a from inside a meeting as well as from the screen. are a way of grouping a series of that are all interrelated. If […]
Tasks by Projects (Manager View) The nice thing about working with real people and real data is there are SO many different ways to visualize, update, sort, and export that information. Some people love to […]
Project Gantt If enabled in your user role, you will have the option to “Visualize” projects. This pulls up an interactive Gantt chart. NOTE: If no initiatives are present in Administration >> […]
Meeting Notes offers a truly flexible add-on to Meetings called Meeting Notes which serves as an open-field of rich-text editing. Meeting Notes are much like a shared document, but they are specific […]
Project Reports As with the rest of the application, we aggregate granular information into high-level reports so you can get a visual overview of how projects are coming with our Project Reports. […]
Using the Business Planner To help formulate executive vision and planning as well as to ensure company-wide alignment with that vision and plan, has an interactive, printable, and embeddable business plan building tool we […]
Task and Challenge History Meetings and Projects have an activity log which maintains a history of everything that’s happened with them. Tasks, the building blocks of Projects and Meetings, also keep a detailed timeline […]
Initiatives, Projects, & Tasks in Meetings In , your Initiatives, Projects, and Tasks can be inserted into any Meeting in order to make them a separate item on the Meeting Agenda. You can easily add any […]
Speech Recognition and Summarization Click the microphone icon in any speech-enabled modal, and transcription will begin. When you are done, simply click the microphone again. If you would like an AI-powered summarization of that transcription, click the magic wand.