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Template Set Getting Started Guide

Hospitality Strategic Initiatives

Strategic Plan Template Set

Project Sheet (x2)

Master Roll-Up Sheet

Strategic Plan Dashboard

In Progress Report

At Risk Report

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Project Request Sheet

REQUIREMENTS: Business and Enterprise Plan

REQUIREMENTS:

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Create a New Workspace

Drag the Files into Workspace

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Update Project Requests Sheet

Project Requests sheet

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Modify Automated Approval Request

Revise Project Requests Form

Project Requests Form, Project Requests Sheet,

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B

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Modify the Project Sheets (x2)

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Adjust Duration and Predecessors

Update Status of Task and Filters

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B

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Set Alert for Assigned Tasks

Understand the Health column formula

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B

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Understand the Completion Progress column

Use the Master Roll-Up sheet

Master Roll-Up sheet

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A

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

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Manage the In Progress report

Monitor the At Risk report

At Risk

In Progress report

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A

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Hospitality Strategic Initiatives Template Set Getting Started Guide

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Update the Strategic Plan dashboard

Strategic Plan

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C

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Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Share your Strategic Plan Template Set

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