The Planning Add-On offers a centralized hub for efficiently managing challenges and charters. Gone are the days of juggling multiple documents and struggling to keep track of progress. With the Planning Add-On, you can easily create, update, and monitor your challenges and charters in one intuitive platform. From defining objectives to tracking milestones, our Add-On empowers you to stay organized and focused on achieving your goals.

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Planning

Your Business Strategy Companion

Unlock strategic clarity and streamline your planning process with a unified, data-driven approach. Analyze key factors, align your organization, and build a solid foundation for sustainable growth.

STRONG BRAND

Flexible Configuration & Challenge Setup

Customize your planning environment through the Planning Add-On setup page by creating categories, stages, and statuses tailored to your workflow. On the Challenge page, users can define specific challenges, assign them to categories, and set end dates for better planning alignment. This flexibility ensures that your planning process is structured, scalable, and aligned with your business objectives, adapting effortlessly to your evolving needs.

Define and Visualize Strategic Charters

Our Planning Add-On allows you to create strategic charters that outline key challenges, goals, and organizational impacts. When setting up a charter, users can input details such as the challenge, description, images, goal summary, organizational effects, and additional notes. This structured approach helps teams align around clear objectives and lays the foundation for visualizing progress and strategic direction effectively.

Seamless Collaboration with Kanban View

Enhance team collaboration with our Kanban view for Charters, where each charter is organized by stage for clear visibility and streamlined tracking. The board displays the total number of charters in each stage, helping teams stay aligned on progress and workload distribution. This visual and interactive layout fosters better coordination, ensuring everyone stays informed and engaged throughout the planning process.

Organize Charters with Tree View, Accessible Anywhere

Access your planning data anytime, anywhere with our intuitive Tree View for Charters. Easily filter charters by selecting a challenge from the dropdown, and view them in a structured, hierarchical format for better organization and clarity. Whether you're working remotely or on the go, the Planning Add-On ensures your strategic insights are just a click away secure, accessible, and always up to date.

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

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Planning – Dash SaaS Add-On