Tools and methods for annual planning

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If you use tried and tested documents and spreadsheets for your annual plan, you can't be blamed. However, today there are much more effective and powerful tools to help you with your annual plan.

Project management tools
An annual plan is essentially a collection of interconnected projects toward common australia accountant email list goals. A good project management tool, like ClickUp, can help you see the big picture without missing the details.

ClickUp Tasks

Manage multiple types of tasks and dynamic workflows with ClickUp Tasks_

With ClickUp Tasks you can create

Set tasks, assign users, set deadlines, calculate and track time, and add priorities or labels. Configure custom statuses to fit your workflows. Add reusable checklists and automatically apply them to specific types of tasks. Connect similar tasks or add milestones.

Collaboration tools
Effective execution of annual plans requires the ability to easily communicate in real time. ClickUp offers multiple ways to do this in context. For starters, you can maintain conversations as comments nested within each task.

For more dynamic, real-time conversations, try ClickUp Chat . Keep conversations around specific project channels. Connect tasks to your conversations and make it easy for your teammates to navigate. Start calls with a single click from ClickUp; automatically create summaries and action items.