1. Open the application in your browser
2. Enter the username assigned by your administrator (format: firstname.lastname@company)
3. Enter your password
4. Click Sign in

Your role is system setup and user management.

1. On the home screen, click the Admin button
2. Users tab — create users and assign roles
3. Share credentials with users (username and initial password, which the user can change later)
4. Departments tab — create departments (optional but useful)
5. Settings tab — configure max parallel actions, max action duration, and execution buffer
6. If a user forgets their password — open their profile in Users, click Reset password

Your role is setting goals, monitoring status, and making decisions.

1. On the home screen, review Plan Status (On Track / Risky / Off Track)
2. Insights section offers useful information that isn't an automatic blocker but is worth paying attention to as a potential risk to plan execution (overload, stagnation, unavailable users)
3. Review the Needs Attention section — these are issues that require your attention. Clicking any issue takes you to its detailed view. Below alerts, "Due to" actions are clickable and navigate directly to the specific action
4. Requests section — if any system user has a direct request for you (decision, information, resource...) it appears here
5. Reports button — opens a window with reports that help you track how plan execution is progressing
6. Digest button — weekly overview of all plans and actions status
7. Go to the Goals tab → click + New Goal to create a new goal. Set the deadline and target value. Current value is optional
8. Open a goal → click + Add Plan to add a plan. Each plan should be addressed (who is responsible for execution, what is the deadline, and what is the priority). Although you can create plans, the recommendation is that Plan Leads do it
9. If you have an ongoing plan (maintenance, bugs...) create a container plan for such actions. Only you and Admin can do this. Plan Leads do not have this option
10. Under the Plans option you can see all plans in the system and filter them by department, priority, status, and several other properties
11. Under the Actions option you can see all actions, which you can also filter by criteria

Your role is managing plans and coordinating actions.

1. On the home screen, review the Summary of your plans as well as the Insights, Requests, and Needs Attention sections. The difference from C-Level is that these sections relate only to plans where you are the Plan Lead
2. You also have an Actions at Risk section showing which specific actions in your plans need attention
3. Go to the Goals or Plans tab → click + New Plan to create a new plan. Set the deadline and a short description. Select which goal the plan belongs to if you didn't create it from the goal
4. Once you create a plan, create actions and assign them to Action Owners with a deadline and duration. Deadline and duration are required fields. The system warns if the deadline is shorter than the action's duration
5. It is recommended that Action Owners themselves set whether their action depends on another (blocked — cannot start before someone else finishes theirs)
6. Track progress through the completeness slider and execution state
7. If an action depends on another — open the action and use the Blocked By section
8. Communicate with your team through comments and requests
9. Under the Actions option in the main menu, you can see all actions from your plans with filters, plus a My Actions tab for actions assigned to you personally

Your role is executing assigned actions.

1. On the home screen, review your active actions and requests
2. You can also see Waiting — which actions of other users must be completed before you can start working on yours, and Waiting on Me — who is waiting for you to finish one of your actions
3. In the main menu under Plans, you can see all plans where you have at least one action, and for those plans you can see all actions of other users as well
4. Under Actions, you can see all your actions and manage them
5. Open an action → drag the completeness slider to update progress
6. When finished — drag the slider to 100% (the action is automatically marked as Done)
7. Update confidence (success probability estimate) — if you encounter an obstacle, lower confidence to signal the problem to your Plan Lead and C-Level before the deadline passes
8. If you need a decision or resource — create a Request from the action detail screen
9. Use comments to communicate with your Plan Lead. In comments, requests, and descriptions you can paste a URL link to an external resource
10. Use Blocked By to mark actions of other users that need to be completed before you can start yours, or mark the action as Independent (does not depend on other users' actions)
11. Set the action to On Hold if you cannot proceed because you are blocked (waiting for a decision, external factor, budget...)

On every plan you have the Gantt option which displays all actions of that plan on a timeline. It shows the duration and deadline of each action relative to the current moment (red line) and the status of each action (On Track, Risky, Off Track).

Click the Settings button on the home screen to access:

1. Availability — set your absence period (from/to dates) and reason (vacation, sick leave, day off). The system will warn managers when your actions are at risk during your absence.
2. Password — change your login password.

• Pull down on any screen to refresh data
• The red badge on the home screen shows how many items need your attention
• URLs in descriptions and comments are automatically clickable
• Digest button on the home screen opens a weekly status overview