Select a help topic:

How do I add or edit a Goal?

Two ways to add a goal


Use the “New Goal” button in the top right corner.

If using this button, make sure you specify which Strategic Objective under which you would like your goal to appear.

Or, use the big blue button right next to the Strategic Objective under which you would like it to appear.


Edit a goal:

Click on any of the text of a goal to edit it.

Or, use the edit button found to the right of every goal.

How do I add or edit an Action Plan?

Add an Action plan:

Click on the blue plus button of a goal too add an action plan.

Edit an action plan

Click on any of the text of an action plan to edit it.

Or, use the edit button found to the right of every Action plan.

What are updates and how do I use them?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec sollicitudin molestie malesuada. Vivamus magna justo, lacinia eget consectetur sed, convallis at tellus. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Donec sollicitudin molestie malesuada. Curabitur arcu erat, accumsan id imperdiet.

When and how to use Goal and Action Plans advanced editing features.

Enable advanced features

When adding a Goal or Action Plan, you may find yourself wanting to emphasize something or add bullet points.
In order to do this, check the box next to “Enable advanced formatting options for this item.”

Doing this will enable new editing features.

I can’t get in! How do I change my password?

There are two ways to change your password.
Navigate to the top right corner of and select “Forgot Password?”

Type your email address in the field and submit. An email will be sent to you with instructions to change your password.

If your username is not an email address, contact the Level 1 Administrator (the person on the top of the Org Chart or their assistant) for help changing your password.

How do I create a new user? (Admin)

Only level 1 admins can add a new user.
Navigate to the Org chart page

Navigate to the user to whom the new user will report. Hover over their user name and select "Add User"

Enter the user’s information, using their email address as their login name.

This will ensure that they may change their password without the Level 1 Admin’s assistance. Select “Add” to finish the process.

Empower your Organization Today

Let us show you how we have focused companies into executing success.

We help leaders execute strategy