Scorecard & Initiative Templates, Workspace, and Learning Module Upgrades
Scorecard Templates: Goal and Scorecard Templates: Propel now allows you to create reusable goal and scorecard templates for teams or roles that track the same metrics. Templates make it faster to establish consistent expectations across the organization while allowing results to roll up for greater leadership visibility. Initiative Templates: The Initiatives Module now allows you […]
Direct Mention Emails and Dashboard Changes : Released Today
Two feature updates today:
🚀 New Release: The Plan Module Is Here
Your strategy deserves more than a document—it deserves a place where it comes to life. We’re excited to introduce the new Plan module in Propel, giving your leadership team a central place to build, organize, and execute your company’s strategy from long-term vision through day-to-day execution. What’s Included Why It Matters The Plan module connects […]
Firm Platform Enhancements Now Live
📧 Health & Value Assessment Email Reminders Automatically remind business owners to complete their Health & Value Assessment.🎥 Video Tutorial (1 minute) 👤 Inviting Business Owners to Activate Their Company Learn how to invite business owners to activate their company and get started in Propel.🎥 Video Tutorial (4 minutes) 💬 Universal Collaboration Tool Collaborate across […]
Feature Release: Notifications, Dashboards, Portfolio Table Layouts and more..
A new feature release dropped this morning with some exciting new upgrades. Release: All Users Firms:
Goals & Scorecards and more: Feature Release
Check out the new features that were released today: Goals And Scorecards QuickBooks Integration Other Features
Tags: Ability to Color Code and Organize Resources and Initiatives
Propel’s latest feature release, Tags, enables users to create a color-coded organizational system for their Resources and Initiatives. Tutorial Here
Collaboration Tool, Notifications, Health and Value and more….
A large number of new features and feature updates are being released today. These are organized into permission groups. Individual instructional videos will be added to the support center. All Users Firms Firm Admins
New Feature: Demo Sites
We have launched a new feature for Firms’ Demo Sites. While we have built these fictional sites in the past and they sat in the active portfolio for you all to use, we are moving to an upgraded system. Here is a overview of the new feature. (6 minutes) This gives the user the ability […]
Health and Value Data, Marketplace, Meeting Series Links
Our most recent release sees multiple updates across the platform. Click on the release to view an instructional video and documentation on the changes.