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Projects Overview

features a Project Management module where users can create and manage projects, tasks, and track progress. are comprised of , with designated start and deadline dates, creators, team members, and […]

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

If you have permission in your user role to “Add/Edit Projects“, you can create a new project by going to Projects >> Projects List and clicking the + New Project […]

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 […]

The Culture & Capacity Assessment Tool

Next Level Nonprofit has developed a simple tool called the Culture & Capacity Assessment. This tool is distinct from our annual review process and can more accurately be viewed as […]

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 […]