Manage VisPlan Hierarchy – Generate Sub Plans from Master Plan

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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

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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

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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

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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

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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

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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

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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

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Discover the benefits of VisPlan’s OKR View, a dynamic visualization feature designed to transform your strategic planning. … Read More

How to use the Hierarchy View

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Discover VisPlan’s Hierarchy View feature in this helpful tutorial.
Learn how to efficiently manage your plans, create hierarchies, and improve collaboration.
Explore card view options and find out how to enhance your planning workflow. Watch now to make the most of VisPlan! … Read More

How to Use Attachments in VisPlan

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Attachments in VisPlan offer a seamless way to integrate crucial documents and web links to the objects within your plan. This guide provides straightforward instructions on how to attach, open, and remove attachments. … Read More