Learn about other features in the strategic planning software.
- Plan Management (7 steps)
- Add Member to Organization (5 steps)
- Add Widget to Website
- Add Widget to Outreach System's Neoserra
- Print/Export PDF of Plan (3 steps)
- Modify Your Account (3 steps)
- Administrator Functionality
- Re-Arrange Goals and Action Items (6 steps)
- Print/Export Spreadsheet (CSV) of Plan (3 steps)
- Access Levels (2 steps)
- Focus Mode (2 steps)
- Organization View-Only Link (2 steps)
- Accepting Invitations (3 steps)
- What to do if two members have the same initials?