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 […]
Improvements to the user experience and naming conventions.
Several new upgrades and changes have been released to Propel Your Business today. There are 15 minutes of video content to help navigate those changes. Initiative and Roadmap Item Templates: Create and Upload Initiatives and Roadmap Items into the software for increased speed and productivity. Video 3 minutes Company Goals: Value – Changes have been […]
Enterprise Value Drivers Course Is Added To Propel Your Business Learning.
Visual and Naming Changes
Watch this 5-minute video to review some of the upcoming changes to the software.
Feature Releases
Some exciting new feature releases have been deployed to the Propel Your Business site. 1. One-Time Meetings This feature enables users to add one-time meetings to an existing meeting series. A feature that has been requested by many. Watch the quick video. 2. Copy and Paste the Company Goals Dashboard. This feature enables users to […]
Internal Meeting Support
Internal Meetings are now live on Propel Your Business. Support documentation has been added to the support desk. Get started implementing Internal Meetings here.
Feature Release Update April 15th
Meeting Dashboard Updates The meeting dashboard has had some visual and organizational updates. Its new streamlined look and feel help business owners view their meetings and those within the organization at a quick glance. Quick Video Overview: (2 minutes) Here are a few videos to help you understand meetings and their function in Propel Your […]