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Goals and Planning

Capture your company’s goals and growth initiatives in one spot. You don’t lose sight of the bigger picture and there’s a clear place to log any ideas to revisit later.

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Big picture planning
Accounting
Legal

Why we love this template

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Tips to get started

  • Add or change existing queues to classify your goals to your needs.
  • Add tags to further identify goals and ideas as operational, tactical, strategic, or anything else helpful to you.
  • Attach any file to the appropriate task by selecting it from Google Drive or dragging it directly from your desktop.

Watch the video tutorial