Better Sharing Features
—See draft items on the 30-60-90 Day Plan and share without notifications
This month's new release gives you more control when sharing Ambitions, Outcomes, Screenings and Interactions with your clients.
Now your own colleagues can see the drafts you have saved and when you share tools with your client, you can decide whether to notify the client or not.
Moreover, we have improved Analytics so they now include both shared items and drafts. So even if you don't invite a client to GrowthWheel Online, you can still see the count of their Decisions and Actions and print a report.
The new Sharing Features:
#1 Colleagues can see your saved drafts
Save items and share them with your colleagues without necessarily sharing them with your clients.
#2 Save and share individual Decisions and Actions
Decisions and Actions can now be shared and unshared one at a time.
#3 Save and share without automatic notification
Save and share Ambitions, Outcomes, Screenings and Interactions without notifying your clients every time. You can always notify them later on.
#4 Customize an email template before notifying clients
Customize your email before sending it to the client by changing the recipients, subject and content.
#5 Monitor aggregated data in Analytics
Drafts are now included in the aggregated analytics for Ambitions, Outcomes, Decisions and Actions.
Based on your suggestions
See your top 10 clients in a chart
You can now see a chart of the 10 clients you spend the most time on
If you are a manager, you can see your organization's or network's top 10 clients as well.
What is Next?
A sneak peek of what we are working on...
In GrowthWheel, we are committed to making continuous and never-ending improvements of the software in collaboration with our users.
Every month, we release new features, and we have hundreds of upcoming features in our road map.
Here are a few of the most exciting ones:
- Manage mentors on GrowthWheel Online
- Use Email Templates to streamline your communication
- Assign Decisions and Actions to team members