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Plans

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10 articles in this collection
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Plans

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Written by Support
Updated over a week ago

Create a Plan in CrossLead

Build Your Strategy
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Updated over a week ago
Managing Plans

Editing Plan Overview

Best Practices for Editing Plans and Creating New Project Linkages
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Updated over a week ago

Prioritizing Projects in a Plan

Give your team the context they need to execute effectively
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Updated over a week ago

Plan Templates

Use and Create Templates for Your Plan
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Updated over a week ago

Customize layers of your Plan

Adjust the columns that serve as the hierarchical framework on the Plan Overview
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Add an Overall Objective to your Plan

When you need to roll up your entire Plan to one Objective Project
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Updated over a week ago
Insights

Aggregate Shared Files

Learn how shared files will aggregate on Plans
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Updated over a week ago
Editors

Joining Projects and Plans as a Participant or Editor

Join Projects and Contribute to Plans
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Updated over a week ago

How to add multiple editors to a Plan

Manage edit access to your Plan
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Written by Support
Updated over a week ago