Plans

15 articles in this collection
Written by Support

Plans

Written by Support
Updated over a week ago

Plan Frameworks

Use and Create Different Frameworks for Your Plan

Written by Support
Updated over a week ago

Creating a Plan

Create a Plan in CrossLead

Build Your Strategy

Written by Support
Updated over a week ago

Setup Wizard for Plan Creation

Use our Setup Wizard to guide you through the process of creating a new Plan

Written by Support
Updated over a week ago

Import Existing Items to Create a Plan

Create your new Plan using existing CrossLead Items

Written by Support
Updated over a week ago

Example Templates for Plans

Create a Plan using an Example Template

Written by Support
Updated over a week ago

Excel Importer for Plans

Leverage CrossLead’s Excel importer to bulk create Items in your Plans

Written by Support
Updated over a week ago

Managing Plans

Editing the Plan Hierarchy

Best Practices for Editing Plans and Creating New Item Linkages

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Updated over a week ago

Customize layers of your Plan

Adjust the columns that serve as the hierarchical framework in the Plan Hierarchy

Written by Support
Updated over a week ago

Prioritizing Items in a Plan

Give your team the context they need to execute effectively

Written by Support
Updated over a week ago

Add an Overall Objective to your Plan

When you need to roll up your entire Plan to one Objective Item

Written by Support
Updated over a week ago

Custom Fields in Plan and Item Details

Create and set custom fields for the Details section of a Plan or Item

Written by Support
Updated over a week ago

Insights

Aggregate Shared Files

Learn how shared files will aggregate on Plans

Written by Support
Updated over a week ago

Editors

Joining Items and Plans as a Participant or Editor

Join Items and Contribute to Plans

Written by Support
Updated over a week ago

How to add multiple editors to a Plan

Manage edit access to your Plan

Written by Support
Updated over a week ago