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Planning

The whole board year in one year wheel

Plan meetings, events and tasks in a view that shows the year as a whole. Everyone on the board sees the same picture of what happens and when.

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Meetings, events and tasks in one view

The year wheel shows the year as a whole. The board’s meetings, longer events and individual tasks each get their own ring, so the budget process that runs for several weeks sits next to the budget meeting that concludes it. You can see where the year is busy and where there is room.

The wheel can follow the calendar year, the board year or the financial year. If your year starts at the general meeting, the wheel starts there, not in January.

Plan directly in the wheel

The year wheel doesn’t just give you a good overview. It is also a working tool. Meetings, events and tasks are added and updated directly in the wheel, on the date where they belong. A task gets an assignee and a due date, while an event gets its period.

The year wheel can also show everything planned as a list, when that suits the work better.

Hippoly intelligence

Plan the year with hi

Describe what your year looks like, and hi suggests a plan to start from. You adjust and decide. hi does the groundwork.

Meetings as a list or as a wheel

You choose how the meeting page shows the year. One click on a day in the wheel creates a new meeting. Notices, agendas and minutes work exactly as usual.

More about meeting management

What you get with planning in Hippoly

  • The year as you count it

    Set the wheel to the calendar year, the board year or the financial year, and planning follows your year.

  • Meetings directly in the wheel

    Create the meeting on its day in the wheel. Notice, agenda and minutes come along as usual.

  • Events spanning longer periods

    The audit, the budget process and other activities that stretch over weeks get their place in the year.

  • Tasks with a due date

    Set the date the task should be done and create it directly in the wheel instead of from the actions page.

  • A list when you want one

    The same planning as in the wheel, lined up as a list. Handy when the year is reviewed point by point.

  • The year wheel for meetings in every plan

    The extended planning, with events, tasks and support from hi, is included in Pro and up.

Frequently asked questions

  • What is a year wheel?

    An overview that shows the year’s activities around a circle, month by month. For a board that means the meetings, recurring processes like the budget and the audit, and the tasks that belong to them. All in one picture.

  • Can the wheel follow the financial year instead of the calendar year?

    Yes. You choose whether the wheel shows the calendar year, the board year or the financial year.

  • Which plan do we need?

    The year wheel for meetings is included in every plan. The extended planning, with events, tasks and support from hi, is included in Pro, Scale and Enterprise.

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More feature areas

Planning is one of many features in Hippoly. Explore more ways to use the platform.