Define the goal structure and admins of your plans on the per plan level 📘
Here comes our next release of the new 'Plan Settings' feature - customize the goal structure and admins of your plans on a per plan level!
Drag and drop plan structure builder
You can create new goal templates, drag and drop to modify the goal template structure of your plans directly from the planner. What makes it really powerful is that now you can have different goal template types with different alignment relationships on different plans! This also allows us to better recommend what type of goal you and your team are creating when you are adding goals to a plan.
Define who are the admins of your plans
Also included in this release, you will now have a more specific plan edit right control on a per plan level. We are migrating the previous 'Org Strategy' user permission onto the org unit plans as the admins of the individual plans. This means that you can now define who is the 'admins' for your plan on a per plan level. The 'admins' of a plan are the users who can design, create, and edit all focus areas, goals, and tasks attached to this plan. Any user with Strategy permission will still have edit rights to all plans across your instance.
