Plan templates help create a standard format for organizing and creating Plans. Many teams have adopted a singular strategic framework to make the building of Plans across the organization easier. Other teams need specific functional frameworks different from other Plans that best capture their unique working structures or operations.
The CrossLead template is a three-level strategic Plan that uses Objectives, Strategies, and Initiatives as the hierarchical structure.
To create your own template, go to Plans, and select the "Admin Plans" tab. Note: You must be an Admin to create a Plan Template for your organization.
You will be prompted to select a template for your Plan on the first step of Plan Creation.
If you choose Custom, you will still need to give your Plan a name, but upon the building of your Plan, you'll start with three unnamed columns:
Add layers, or reduce them in the top right corner: