Features – Page 4

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Objective Trends with Meetings

If you’ve added individual objectives or entire objective categories to your meeting agenda, you will see a tab in your meeting agenda for “Objectives”. Clicking that pulls up your custom […]

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 […]

Detour Alert!

When in a meeting, you’ll find a button at the top labeled “Detour.” When a meeting starts to go on a tangent or is quickly about to take a turn, […]

Meeting Templates

Meeting Templates are a powerful feature within designed to simplify the process of creating and managing meetings, making it more efficient and user-friendly. These predefined configurations allow you to quickly […]

Shout-Outs

 in Meetings is an optional agenda item that allows meeting attendees to view and “like” company-wide given to users in for their achievements. are Feedback entries of positive 5 or […]

Initiatives List

In , you can create long-term goals with . are designed to be a group of (which consist of their own ) that contribute to the larger goal. This layered […]

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 […]

Embeds

Pull data from other parts of , embed documents from 3rd-parties and more into your meetings so everyone stays on the same page and remove all that siloed information. With […]

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 >> […]

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 […]