From the Strategic Plans tab you can…
- Select + Create New Document to start creating a Strategic Planning Document.
- View existing Strategic Planning Documents by a card or list view, and search and filter to find the document you need.
- Copy an Embed Document code to embed your document on your website or blog.
- View Archived Strategic Planning Documents.
- Select the three dots ( … ) on the right hand side of the table to access the Actions Menu.
- Edit the document
- View a preview of the document as readers would see it
- Clone an existing Strategic Planning Document to re-use all your hard work
- Lock a document from being edited or modified
- Copy Link to the live document
- Archive a document - This will move the document to the Archived section. Archived documents can be restored.
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