How Do I Copy My One Page Plan From One Quarter to Another?

Easily copy your One Page Plan from one quarter to another

Copying Your One Page Plan:

1. Select the Target Quarter:
   In the upper-left corner, choose the quarter you want to copy the One Page Plan to.

2. Add a New Plan:
   Click Add Plan in the middle of the canvas.

3. Choose the Previous Plan:
   In the pop-up window, your previous One Page Plan will be selected by default. You can also use the drop-down menu to choose a different plan.

4. Save Your Plan:
   Click Save to finalize the copy.

The copied One Page Plan will automatically include all metrics and quarterly priorities, ensuring a seamless transition between quarters. For further assistance, contact support.