Delegation Planner

Begin by mapping out the key objective(s) for your delegation board and identify the main people and groups to be involved in the responsibilities of your plan. 🗺️

1. Click "Delegation" from the left-hand navigation.

2. Hit the "Start planning" button to create your first board.

3. Type the name of the board (aka — the main planning focus) you'd like to create in the textbox from the pop-up window and push the "Save" button.

   

4. Add a person or a group to your delegation board by clicking on the "+" symbol in the right-hand corner of the drafted board page and choose which type to add: a "Group" or a "Person" from the drop-down menu.

5. Select the group or person(s) from the pop-up window and hit "Add."

   

6. Repeat steps 4 and 5 as many times as needed to include all the people and groups involved with your goal or project.

📝 Please note: Your boards are originally created in a draft state. Publishing boards is outlined in part two of this guide.

Time to brain dump! 🧠 When you think about the success of your end goal, team initiative, or project, what responsibilities are being handled, and by whom?

1. Identify a person or group that needs an added responsibility.

2. Click the "Add responsibility" button at the bottom of their column.

   

3. Enter an overview of that responsibility into the populated textbox.

4. Add this responsibility by hitting the "Create" button.

   

📝 Please note: Adding time commitments is outlined in part two of this guide.

Think about how you would describe a job responsibility to a candidate during an interview. 🤔 Would you want them to be passionate about customers? Would you like them to be very involved in decisions that make a business impact?

These are the types of terms you should use to outline your company's responsibility rating system using the steps below. In part two of this help guide, you'll set a priority and expectation for each term through a numerical scale of 1-5.

1. Expand the "Account" options from the left-hand navigation.

2. Choose "Settings."

3. Scroll down to the "Delegation planner" section.

4. Edit the pre-populated rating terms in the existing textboxes or hit "Add new" to create additional options.

   

5. Click "Save changes" to push through these updates.

Schedule time and resources best by setting realistic time commitments. ⏰

1. Identify a person or group that holds a responsibility that needs an estimate.

2. Click on the listed responsibility to edit it.

3. Locate the "Time commitment" section in the pop-up window.

4. Click on the arrow next to the white textbox and choose how you'd like to quantify the time commitment: hours per day, week, month, quarter, or year.

   

5. Enter a numerical amount into the white textbox.

   

6. Apply the estimated time commitment by hitting "Save changes."

Communicate responsibility-specific expectations to your teammates here. 📋

1. Identify a person or group that holds a responsibility that needs a description.

2. Click on the listed responsibility to edit it.

3. Locate the "Responsibility description" section in the pop-up window.

4. Start writing in the provided textbox and detail the expectations of this specific responsibility in one or two sentences.

   

5. Apply the description by hitting "Save changes."

Give your team the practical and applicable knowledge behind each responsibility. 📚

1. Identify a person or group that holds a responsibility that needs linked content.

2. Click on the listed responsibility to edit it.

3. Locate the "Connected content" section in the pop-up window.

4. Add the content name and the Trainual permalink under the textboxes.

   

5. Apply the content by hitting "Connect content" and then "Save changes" at the bottom of the pop-up window.

How important is this responsibility to this goal based on your company's ratings? 👀

1. Identify a person or group that holds a responsibility that needs ratings set.

2. Click on the listed responsibility to edit it.

3. Locate the rating section in the pop-up window.

4. Select all terms that apply by clicking on the checkbox to the right and use the sliding scale to pick a number between 1-5 to set an importance rating.

   

5. Apply the terms and ratings by hitting "Save changes."

You've done it! Your plan has been outlined, documented, and given all the details it needs to be a successful first go around. Time to publish. 🚀

1. Publish your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

   

2. Review the confirmation pop-up and decide your next action: "I'm done for now!" or "Create another board."

   

    

   📝 Please note: Only Admin+ permission levels will see the fully published board under the delegation planner page, but the teammates involved in each plan will now see their new responsibilities listed under their profile pages.

Projects, goals, and plans ebb and flow. Use these steps to make an update! ✍️

1. Click "Delegation" from the left-hand navigation.

2. Select a board to edit by opening the board drop-down menu.

   

3. Make the edits you desire.

   1. Remove a column:

      1. Hoover over the time commitment of any listed person or a group.

      2. Click the three dots and choose "Remove column" from the drop-down.

         

      3. Review the pop-up window information on the action you are taking.

      4. Confirm the removal of the person or group by clicking "Remove."
         ​

         

   2. Edit a responsibility:

      1. Click on a listed responsibility textbox under any person or group.

         

      2. From the pop-up window, make changes to the time commitment, responsibility description, connected content, or responsibility ratings.

      3. Hit the "Save changes" button to apply the update.

   3. Edit the board name:

      1. Click the three dots next to the board drop-down menu.

      2. Select "Edit board name" from the populated choices.

          

         

      3. Adjust the title of the board and hit "Save" to apply the update.

4. Publish all your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

   

Keep your key players front and center by changing your column display order. 🧮

1. Hoover over the name of the person or group you'd like to move.

2. Click and hold your finger down on your mouse.

3. Drag the column to where you'd like to place it on the board.

4. Lift your finger to drop it in place.

   

5. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

Does a responsibility make more sense to delegate to a different person or group? Change the listing by dragging and dropping it into a different column.

1. Hoover over the responsibility textbox of the person or group you'd like to move.

2. Click and hold your finger down on your mouse.

3. Drag the responsibility to the column you'd like to place it under on the board.

4. Lift your finger to drop it in place.

5. Review the pop-up window information on the action you are taking.

6. Confirm the move of your responsibility by clicking the "Move" button.

   

7. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

Ready for your next planning session? Use the steps listed below to get started! 🎉

1. Open the board drop-down menu.

2. Click the "Add new board" button.

   

3. Enter a title for your board.

4. Hit "Save."

   

5. Repeat the actions listed in part one and part two of this help guide to build out your new board.

Has your goal been reached? Is the project complete? Time to clean up! 🧹

1. Click the three dots next to the board drop-down menu.

2. Select "Remove board" from the populated choices.

   

3. Review the pop-up window information on the action you are taking.

4. Confirm the removal of your board by clicking the "Remove" button.

   

   📝 Please note: This action cannot be undone, and the board cannot be recovered after it has been deleted.

Is a listed responsibility no longer relevant? Remove it using these steps. 🗑️

1. Click on a listed responsibility textbox under any person or group.

2. Locate the "Options" section in the pop-up window.

3. Hit the "Remove responsibility" button.

   

4. Review the pop-up window information on the action you are taking.

5. Confirm the removal of this responsibility by clicking the "Remove" button.

   

6. Publish your changes to your delegation board by clicking the "Apply to account" button in the upper right-hand corner of your planning page.

The delegation planner will always pull from and display any pre-existing responsibilities that already existed for your teammates and groups.

This feature option is not currently available. Please do not save changes to a board without making notes of what was adjusted if this historical information is needed.

If you'd like to share your thoughts about the delegation planner or think of something else you'd like to see added in the future, send us your feature requests and ideas.