Group 65
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Plans
15 articles in this collection
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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
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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
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Support
Updated over a week ago
Import Existing Items to Create a Plan
Create your new Plan using existing CrossLead Items
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Support
Updated over a week ago
Example Templates for Plans
Create a Plan using an Example Template
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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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Support
Updated over a week ago
Customize layers of your Plan
Adjust the columns that serve as the hierarchical framework in the Plan Hierarchy
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Support
Updated over a week ago
Prioritizing Items in a Plan
Give your team the context they need to execute effectively
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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
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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