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Get it Done
Your personal dashboard shows you the goals and actions you have due this week, those you have worked on and completed, and the work others are doing to contribute to your goals.
On your dashboard you can edit or complete existing actions, log details about the work you have done on them or pass them on to someone else in your team. You can also quickly add new actions for yourself and your colleagues.
Your dashboard helps you keep track of your upcoming work and allows you to document your daily progress towards achieving your plans.
A goal can be completed when all the actions which contribute to it have been accomplished by your team. Completing your goals is essential to achieving your business plan.
To achieve your business plans you want your entire team to be happy and productive. PlanHQ helps you to manage your team using the team tab, where you can view all the members of your team and see whether they are busy, overdue or don’t have much on for this week and the next. This is based on the individual’s number of completed actions over the last two weeks.
You can also use the team tab to help manage individual team member’s workload and aim to keep your team busy and on track for the next two weeks. For example, if a member of your team is has overdue actions, you can then click on their name to view their personal schedule and then move some of their workload onto someone else, or shift the due date of their overdue actions.
To keep your business on track for achieving its plan, you need to be aware of how you are performing financially compared to your budgets. To do this, enter your actuals into the financial spreadsheet each month and see how it compares to what you budgeted for the whole company and for each business area.