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.
Firm Admin (Owner) Updates
Released today are a series of updates focused on the Firm Admin (Owner) profile. Click on each release for video content and information.
Visual Updates To Tasks, Support Icons On Headers and Other Feature Updates
Specifically For Firm Admins and Users:
Multiple User Profiles Across PYB
Feature Releases
Health and Value Assessment Updates Meetings Goals: Dashboards/Scorecards
Best Practices and Quick Tips For Building a Company Instance for the First Time, Or Migrating Annual Planning Into Propel Your Business
It’s that time of year when we are migrating Annual Plans into the Propel Your Business Software. This often means increased data entry. It is the same lift we experience when we onboard a client or move an existing client onto the software. This is a playbook on how to utilize the tools in PYB […]
Feature Updates and Visual Redesigns
Company Goals: Users can now edit Company Goals. Company Admins can grant access to Users to edit individual Company Goals in the Company Dashboard. Video (1 Minute) Health Score Redesign: The Health tab has been redesigned for ease of use. Video (1.5 Minutes) Microsoft Login: We now have the ability for all users to log […]