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.

  1. Goal and Scorecard Templates

Initiative Templates: The Initiatives Module now allows you to create templates for recurring projects across the organization. Save and reuse commonly repeated initiatives to reduce setup time, maintain consistency, and help teams get started faster.

New Workspace Under Resources: Company Admins can now create a centralized workspace to organize important business pages and links for easy access and greater visibility. Content can be arranged into categories and sections, with access limited to the individuals or departments who need it.

Learning Module: Playbooks and Workflows

The redesigned Learning Module now includes Playbooks and Workflows.

Playbooks provide a centralized repository for company SOPs, best practices, and standard ways of working. Guided creation and customizable categories make it easy to build, organize, and access essential documentation.

Workflows provide a visual process builder that lets organizations map clear, step-by-step instructions for key processes.