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Start by clicking ”New Plan”, for example on the Plans tab
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Enter the Name and Description of the Plan. Be unique and specific!
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Click Next or head to the People tab to invite collaborators.
Note: Current version only supports a default 3-phase process, but more and customizable processes are on the way!
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By default, you are the accountable for Plans you create. Invite here the people you need to share and collaborate in the plan with
- Responsibles (able to edit)
- Informeds (able to view) -
Click Next or Timing –tab to continue
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Set the start and end dates for when you expect the Plan/Project/Portfolio to be active.
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Click Create to share the Plan with the invited people
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Done! You can all now start adding content, tasks, goals, send messages and more within the plan.
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