Release Notes - Tag Management, Scorecard Management, Plan Builder

What's New:

Tag Management

The “Tags” feature was designed to make categorization of objectives easier. You can now highlight similarities between objectives that may be part of the same project, initiative, or use case.

An example of a helpful Tag is “Blockers”. Often company’s have specific objectives that block progress of another objective. Using the blockers tag, you can now identify which objectives might be missed due to another objective blocking it.

To create your own Tags, Admins can navigate to the “Company Management” page under “Settings.” Once the custom tag is created, any user can link the objective to the tag.

Rearranging Scorecards

The rearranging scorecards feature allows you to arrange the scorecards in any order that is most relevant to your company. Many of you run meetings from scorecards in a specific order, and asked to be able to arrange the scorecards to match the agenda of your meeting.

To change the order of your scorecards, navigate to your company page. Click the three dot menu next to the scorecard name, and click “Arrange Scorecards.”

And that’s it! You can now see view scorecards in the order of your exact preference.

Plan Builder

And lastly, “Plan Builder” was specifically built with leadership teams in mind to streamline the planning process many companies are entering into in the coming weeks.

You have invested significant time and energy into your company offsite. With Plan Builder, drive continued momentum by ensuring themes, objectives, and collaboration all happen in one place. Once the plan is ready to go, every member of the leadership team can approve and finalize to set your plan in motion, and ensure you start off the new year strong!

Check out a walkthrough of Plan Builder here.

For more information on how to add Plan Builder to Elate , reach out to your customer success representative or send us a note at hello@goelate.com.

We look forward to you getting to try out these updates! As you are using these features, please send us any user feedback or ideas that would make your experience better.