Can I use Visor’s mutual action plan templates for free?

Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. You will not be billed anything for this trial period.

After the trial period you then choose to select a Team or Starter plan to keep those premium level features, or continue with your work on the Visor Free plan.

How can I use this mutual action plan template?

Visor includes AI Smart Template technology. The AI will create a set of mutual action plan views for you based on your requirements. These could include:

• A table to create and update the data behind your mutual action plan
• A Gantt chart or timeline to visually plan and track the tasks in your mutual action plan
• Dashboards to track KPIs and other metrics for your mutual action plan
• A Kanban board to easily manage and progress tasks with your team and clients

Can I share my mutual action plan (and other visualizations) with clients?

Yes, you can share your mutual action plan with clients using email invites, or sharing links.

Can I share a collaborative view of the mutual action plan that stays up-to-date with any changes from our teams and our clients?

Yes, the views of your mutual action plan that you share with clients and stakeholders will stay up to date with any changes made by you, your team, and your clients.

This enables you all to collaborate seamlessly with a shared, synchronized view of the mutual action plan, and prevents confusion and crossed-wires, while reducing the amount of extra, clarifying communications between your team and your clients, leading to a more harmonious and efficient process for all.

Can I share a snapshot view of the mutual action plan?

Yes, when it isn’t best to provide clients or stakeholders with a real-time, always up to date view of the mutual action plan and its progress, you can easily export a PDF or CSV version of your mutual action plan, and other visualizations in Visor, and send this to your clients or stakeholders

Can I control edit and other permissions when sharing the mutual action plan with clients or stakeholders?

Yes, every time you share a Visor visualization you select the role and capabilities (such as editing vs. viewing) for that the individual or group you are sharing with, or for the sharing link that you are creating.

This enables you to share “view only” access of your mutual action plan, and to share confidently and as widely as is required. You can also ensure that only those users with the right credentials can access and view your mutual action plan, ensuring security and safeguarding confidential or competitively sensitive information.

Can I create combined views of multiple mutual action plans?

Yes, because Visor is commonly used as project portfolio management software you can create high-level views that combine multiple mutual action plans.

This is great when you need to:

• See a dashboard that gives a high-level view of the progress of all your team’s action plans
• Plan and optimize resources and capacity across all mutual action plans
• Give stakeholders involved in multiple action plans an impressive, high-level view
• View your commitments across different mutual action plan
• Share a combined view of multiple mutual action plans with clients
• Analyze the performance of all your mutual action plans

Can I display my mutual action plan in timelines, Gantt charts, and other highly visual formats?

Yes, Visor has a range of view types which you can choose from to plan and track the progress of your mutual action plan. You can also use multiple views simultaneously (for example, you can use the Gantt chart view to plan and view your plan’s progress, the Kanban board view to manage task progression and completion, and the dashboard view to get an overview of your plan’s KPIs.

Here is the complete set of view types you can use in Visor:

• Gantt charts
• Dashboards
• Kanban Boards
• Timelines
• Table Views

Can I use import projects from apps like Jira, Salesforce, or Asana?

Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use your project data from these apps to populate and update your mutual action plan.

The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates. You can even import multiple mutual action plans or projects to create portfolio views that incorporate all the teams, projects, or products in your organization or business unit.

Visor’s project portfolio management functionality enables you to get a complete view of all your projects in holistic visualizations, so that you can plan, track, manage, analyze, and share all your projects more effectively and ensure resources and are optimally deployed across your teams and organization.

What formats or view types can I use as mutual action plan templates in Visor?

Visor has a range of view types which you can use in your mutual action planning process. You can also use multiple views simultaneously (for example, you can use the Gantt chart view to plan and view project progress, the Kanban board view to manage task progression and completion, and the dashboard view to analyze project progress and KPIs at a high-level).

Here is the complete set of view types you can use in Visor:

• Gantt charts
• Dashboards
• Kanban Boards
• Timelines
• Table Views

What time increments can I use in my mutual action plan?

You can use the following date ranges in your mutual action plans in Visor:

• Sprints & Days
• Weeks & Days
• Months & Days
• Months & Weeks
• Quarters & Weeks
• Quarters & Months
• Years & Months

Can I create multiple views of my mutual action plan with different time increments?

Yes, you can also create multiple views of the same mutual action plan or project that use different time increments, simply by cloning a view (like a project plan Gantt chart or roadmap) and selecting a different time increment from the “Zoom” dropdown menu.

This enables you to create a mix of long term and short term views that you can draw on at any time for different purposes. For example, you or your client’s CEO might want to see a longer term, higher-level plan, while meetings with your team executing the plan would typically require something more detailed and shorter term.

Using Visor means you have a variety of perspectives to view your plan by – that stay in sync with your latest plan and project progress – without any extra work to create them or keep them updated.

Can I add milestones to mutual action plans created in Visor?

Yes, you can easily add tasks as milestones or set existing tasks to be displayed as milestones in Visor’s Gantt chart view. These milestones can be color coded based on criteria such as priority, status, assignee, or any other relevant criteria.

Adding milestones in Gantt charts helps you to highlight and identify which tasks are critical steps on the journey to the successful completion of your mutual action plan or project.

Can I use Visor’s mutual action plan template to create varying views of my plans for different stakeholders?

Yes, using Visor you can easily create multiple versions of your mutual action plans that are tailored to different audiences, or better suited to specific tasks or processes, all while using the same real-time data.

Creating multiple – but synchronized – versions of your project plans enable you to ensure that you have the best view possible for specific teams, stakeholders, or purposes (such as planning meetings, sprint retrospectives, or presentations to senior stakeholders).

Some of the attributes you can modify to create multiple custom views of your mutual action plans include:

• “Zoom” or Timescale: Quarters and months for your executive board and sprints for your engineering team.
• Data Groupings: Group data by the assignee for your team views and by the strategic initiative for your executive board
• Levels of Task: Choose to show all task levels for personal views, epics to tasks for team views, and epics only for senior stakeholder views

Creating multiple views of your project plans for different team members, teams, stakeholders, or purposes is quick and easy. All views are synchronized and use the same underlying data source, which means you can have many different views of your projects without having to manually reorganize or update data.

Can I nest epics, user stories, tasks and subtasks (or other parent and child relationships) in Visor’s mutual action plan template?

Yes, mutual action plans created in Visor have comprehensive task-nesting support. Nesting is made easy in Visor. You can nest records below another record using:

• Drag-and-drop
• Keyboard shortcuts
• The record settings drop-down menu

If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time manually re-nesting your project data.

What other templates are available in Visor?

Visor has a wide range of templates, which you can find in our Templates Library.

Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.

How do I access AI-powered Smart Templates in Visor?

When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button. 

You can then pick from a range of popular template categories, or click “Other” to ask the AI to create something different to the available options. You can use the free text box to supply additional information to help the AI create a set of visualizations (or templates) that will best meet your needs.

To access Smart Templates if you already have a Visor account, simply click the New Workbook button within an existing workbook, or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.