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” given users in for their achievements. are Feedback entries of positive 5 or more and […]
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 […]
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 >> […]
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 […]
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.