Software Navigation

• Satisplan is available both on Desktop Web, as well as through a Native Mobile App for both iOS and Android
• In particular, because Satisplan was designed as Mobile-first from the get-go, the User Experience is excellent even on Mobile, which is perfect for checking and actioning things when you are busy and on the go
• Satisplan lets you:
  • Manage your Goals and monitor your Performance and that of your team
  • Manage Projects and Collaborate with others to achieve them

The Bottom Navigation Bar

• **People:**in the People Screen you can create, edit, and view Users and Teams
• **Search:**keyword Search that lets you find your desired Goals and Tasks more quickly
• Calendar: in the Calendar Screen you can view, plan and manage your Tasks
• **Overview:**in the Overview Screen you can view and filter Goals and Tasks belonging to you and to your Teams; it lets you quickly see how things are going and spot where you should focus your attention next
• **The ‘+’ button:**lets you quickly and conveniently create new Goals or Tasks, wherever you are in the Satisplan app

The Drawer

On the top left of the interface, you will see a button that lets you open the Drawer.

The Drawer contains:

• **Your Avatar:**so your colleagues can quickly recognise you. To change your avatar picture, just tap on it and upload a new one
• Your Full Name: this cannot be edited. If there is a mistake in your name, please scroll down in this Drawer, select Help > Contact Support, and let us know
• Your registered Email Address: this is the email address that your company Admin used to invite you to join Satisplan. It cannot be edited. If there is a mistake in your email address, please scroll down in this Drawer, select Help > Contact Support, and let us know
• Notifications:
  • **All Updates:**quickly view all Unread updates to the Goals and Tasks in which you are somehow involved - this includes everything from Goals and Tasks where you play an active role, to Goals and Tasks where another user has simply left a Comment tagging you, for example
  • **My At Risk and Expired:**quickly view the Goals and Tasks you planned to do but did not do. If you simply forgot to mark them as Done, you can do so quickly here. If you need to reschedule them for later, you can also do so quickly here. (for definitions of what At Risk and Expired mean, see Goal States and Task States explained)
  • **Other People’s Delayed and Expired:**quickly view your colleagues’ Goals and Tasks that were not done on time (i.e. their Deadline has passed) or that are expected to be completed after their Deadline. You can easily see who owns these Goals and Tasks, in case you want to contact them. (for definitions of what Delayed and Expired mean, see Goal States and Task States explained)
  • Assigned by Me: quickly view the Goals and Tasks you assigned to someone else. The Goals and Tasks others have not accepted yet have a white background. (for details on how people can accept a Goal or Task, see Accepting / rejecting goals and Accepting / rejecting tasks)
  • **My Upcoming:**quickly view all of your Goals and Tasks that need doing, whether you created them yourself or someone else assigned them to you. The Goals and Tasks you have not accepted yet have a white background: you can also choose to accept them by clicking on them and then clicking “Accept” at the top. (for details on how to accept a Goal or Task, see Accepting / rejecting goals and Accepting / rejecting tasks)
• **External Calendars:**if you have a Google Calendar Account that you wish to sync with Satisplan, you can do so here, as explained under Syncing your external Google Calendar with Satisplan
• **Sign-out:**tap here to sign out of your Satisplan account
• **Delete account:**tap here to delete your Satisplan account (data will be lost! - please make sure you have discussed this with your employer first)
• **Terms of Service:**tap here to view the Terms of Service you have accepted in order to be able to use Satisplan
• **Privacy Policy:**tap here to view the Privacy Policy you have accepted in order to be able to use Satisplan
• Help
  • **Search our Knowledge Base & FAQs:**tap here to search our Knowledge Base & FAQ (i.e. the same content you are reading now)
  • **Contact Support:**tap here to send an email to our Customer Success Team. You are welcome to do so whether you are experiencing an issue with the platform or you are simply looking for suggestions on how to best use it