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Dashboard
What it does
Your leadership overview for mission health, priorities, deadlines, and ABEL progress.
How to use it
Start here each week to review progress, scan risks, and choose the next actions that matter most.
Get the most out of it
Keep organization profile, tasks, objectives, and initiatives current so dashboard insights stay useful.
Screenshot reference
Open this page from the button above to view the live screen. This guide links to screenshots where the app has visual dashboard views.
Mission Readiness
What it does
Shows readiness signals across the organization and ABEL phases.
How to use it
Use it before planning meetings to see where alignment, execution, or learning needs attention.
Get the most out of it
Compare readiness trends after assessments or major changes.
Digital Change Readiness
What it does
Assesses technology, process, people, and culture readiness for digital change and agentic AI adoption.
How to use it
Answer the readiness sliders, review the red You are here line, then drag the green Desired line on the S-curve to see ABEL recommendations for closing the gap.
Get the most out of it
Start with a realistic desired state, then use the recommendations to choose pilots, governance steps, training, and sustainment actions.
Projects
What it does
Highlights health, staffing, and bottlenecks across projects.
How to use it
Review low-scoring projects and use the insights to rebalance work or clarify ownership.
Get the most out of it
Link initiatives and tasks to projects for stronger insight quality.
Tasks
What it does
A Kanban workflow board for assigning, tracking, messaging, and completing work.
How to use it
Drag tasks between statuses, assign owners, set due dates, and send follow-up messages when needed.
Get the most out of it
Review overdue items daily and keep each task tied to the right initiative or objective where possible.
Screenshot reference
Open this page from the button above to view the live screen. This guide links to screenshots where the app has visual dashboard views.
Team Productivity
What it does
Visualizes completion trends, time-to-completion, and workload distribution by team member.
How to use it
Use it to identify overloaded people, stalled work, and uneven assignment patterns.
Get the most out of it
Pair this page with Tasks to rebalance work before deadlines slip.
Screenshot reference
Open this page from the button above to view the live screen. This guide links to screenshots where the app has visual dashboard views.
Organization Profile
What it does
Stores the organization details that personalize planning and reporting.
How to use it
Complete the profile first, then keep mission, contact, and organization details updated.
Get the most out of it
Better profile data improves reports, recommendations, and public dashboard context.
Priority Matrix
What it does
Displays initiatives by urgency and effort for easier decision-making.
How to use it
Use the matrix to find quick wins, major investments, and lower-priority work.
Get the most out of it
Discuss the matrix during planning meetings to build shared agreement.
Collaborative Whiteboard
What it does
Lets teams drag initiatives into impact streams and reposition them on the priority matrix with live updates.
How to use it
Drag initiative cards into the correct impact stream, then move them across the matrix to update urgency and effort.
Get the most out of it
Use it during planning meetings so the team can build shared agreement visually.
Roadmap & UFV
What it does
Visualizes initiatives, milestones, tasks, and objective alignment over time.
How to use it
Map tasks and milestones to strategic objectives so leaders can see goal progress.
Get the most out of it
Keep milestone dates accurate so risk alerts and stakeholder reports remain useful.
Screenshot reference
Open this page from the button above to view the live screen. This guide links to screenshots where the app has visual dashboard views.
Financial Runway
What it does
Uses historical expenses, available budget, initiatives, and milestone pressure to forecast runway and budget risks.
How to use it
Enter the available planning budget, review the burn-rate charts, then generate the AI report for budget optimization ideas.
Get the most out of it
Keep mission expenses and milestone dates current so runway guidance stays useful.
Import Center
What it does
Imports structured files, screenshots, documents, transcripts, and meeting recordings into the app.
How to use it
Use Upload for files or Meetings to record audio/video, upload audio/video, or paste a transcript. Meeting imports automatically save to the environment the user is currently logged into.
Get the most out of it
Speak clearly in meetings and mention owners, roles, locations, dates, and decisions explicitly. The app will also list follow-up questions when details are missing.
Request App Improvements
What it does
Collects app ideas, bug reports, and improvement requests.
How to use it
Describe what you need, why it matters, and how it would help your work.
Get the most out of it
Include examples and priority so requests are easier to evaluate.
Sample Data Setup
What it does
Adds realistic starter records across Mission Impact, Family Navigator, and Training/Community so new users can explore the app immediately.
How to use it
Open the page and choose Add Sample Data. If an organization is selected, mission records are added there; otherwise a sample organization is created.
Get the most out of it
Use this once in a new workspace, then visit the dashboards, matrix, whiteboard, family planner, and forum to see the examples.
Automated Functions
These background services support alerts, reporting, AI assistance, imports, translation, and workflow automation.
analyzeTaskMessageSentiment
Reviews task message replies for sentiment and themes so leaders can spot concerns early.
answerForumQuestion
Generates helpful AI responses for new forum questions.
dailyForumActivity
Seeds fresh community forum activity on a daily schedule.
generateChangeBarrierSuggestions
Suggests mitigation strategies for change barriers.
generateCoachingInsights
Creates coaching summaries, training gaps, and discussion topics.
generateImpactStoryDraft
Drafts impact stories from project evidence and organizational context.
generateTranslations
Generates localization text for supported languages.
getPublicDashboard
Loads safe public dashboard data for external sharing.
manageOrganizationMembership
Manages organization membership actions.
processMeetingImport
Transcribes or reads meeting audio, video, or transcript content, saves the source, creates records in the user’s current logged-in environment, and returns follow-up questions for missing context.
monitorMilestoneRisk
Scans milestones and alerts project leads when a milestone is at risk or overdue.
notifyTaskAssignment
Creates in-app and email alerts when tasks are assigned.
searchKnowledgeHub
Searches knowledge resources and returns relevant guidance.
seedForumInitial
Creates starter forum questions and answers.
seedSampleData
Creates realistic starter data across Mission Impact, Family Navigator, and Training/Community for new users.
sendMonthlyImpactReport
Generates and emails a monthly impact report.
sendStakeholderImpactReport
Emails stakeholder-ready progress and risk summaries.
sendTaskMessage
Sends task follow-up messages through supported channels.
sendWeeklyDigest
Sends weekly organization progress digests.
translateVisibleText
Translates visible app text for localization support.
updateTaskStatusPublic
Updates task status from public response links.
weeklyStrategicAdvisor
Generates weekly AI recommendations from goals, tasks, and risks.