Tags in VisPlan work like labels in Microsoft Planner, helping you highlight, group, and filter tasks, risks, and priorities. With up to 25 customizable color-coded tags, you can easily organize items, apply filters, and manage categories for better planning. Use tags consistently for clear recognition and quick focus during meetings. … Read More
How to Use In-meeting Collaboration with VisPlan in Microsoft Teams
VisPlan now supports Microsoft’s In-meeting app experience, which allows apps to run directly inside a Teams meeting. Instead of relying on screen sharing, participants can interact with the plan in real time, making meetings more productive and reducing follow-up work. … Read More
Manage VisPlan Hierarchy – Generate Sub Plans from Master Plan
VisPlan now enables users to automatically create sub plans from existing capability lines within their main plan. This powerful feature is designed to help users break down and manage their plans more effectively by generating focused sub plans based on selected capabilities and ambitions.
With the ability to share Objectives and Key Results (OKRs) for continuous synchronization, users can ensure alignment and transparency across their plan hierarchy. If significant changes occur in the main plan, users can easily recreate sub plans to reflect the latest updates, maintaining clarity and coherence in their planning process. … Read More
How to Disconnect and Delete a Microsoft Planner Plan Connected to VisPlan
Learn how to disconnect and delete a Microsoft Planner plan connected to VisPlan. This guide walks you through enabling progress icons, breaking the progress link, and deleting the Planner plan. Note: You must be the owner of the Team or Channel to perform these actions. … Read More
How to Delete a VisPlan Plan in Microsoft Teams
Learn how to delete a VisPlan plan in Microsoft Teams with our step-by-step guide. This article includes a video tutorial and detailed instructions to help you navigate the process, whether you’re using the team and channel interface or the VisPlan personal app. Discover how to remove the plan tab, decide whether to keep or delete data, and manage your VisPlan plans efficiently. … Read More
The VisPlan Edit Mode: Optimizing Your Plan’s Visual Layout
Edit Mode in VisPlan is the essential tool for designing and building your plans. In Edit Mode, you can seamlessly create, modify, and enhance your plans to meet your specific needs. Key Features: Video Tutorial In this video, we’ll walk … Read More
How to View All Actions Planned Between Two Dates in VisPlan
Learn how to easily filter and view all actions planned between two specific dates in VisPlan. Follow our step-by-step guide to set the start and due date filters, and manage your tasks efficiently! … Read More
How to use the List View
Discover how to effectively use the List view in VisPlan with our comprehensive guide. Learn about grouping, sorting, filtering, and editing actions, as well as exporting data and customizing your view. Watch our video for a detailed walkthrough and enhance your task management skills with VisPlan. … Read More
How to use Excel for OKRs
In this comprehensive tutorial, dive into the world of VisPlan and learn how to optimize your OKR (Objectives and Key Results) management using the Excel Connector feature. Whether you’re a project manager, team leader, or data analyst, mastering the VisPlan … Read More
How to use the OKR View
Discover the benefits of VisPlan’s OKR View, a dynamic visualization feature designed to transform your strategic planning. … Read More