insaplan
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Getting started
Projects
Plans
Data sources
Knowledge base
AI assistant
Dashboards
Reports
Builder
Tables
Infographics
Charts
Account and settings
Help
Guides and reference for every part of Insaplan.
Getting started
What Insaplan is for, and how its pieces fit together.
Projects
Creating projects, who can see them, and sharing your work.
Plans
Building plans, working with elements, and linking plans together.
Data sources
Where your data can live, and how to choose between the options.
Knowledge base
Capturing what your organization knows, and keeping it current.
AI assistant
Asking questions of your knowledge base, and what the assistant can see.
Dashboards
Bringing your progress measures together on one live screen.
Reports
Assembling your work into a document and sharing it.
Builder
Creating the templates your organization plans and reports with.
Tables
Plan tables, custom tables and data tables — which to use, and how.
Infographics
Designing infographic templates, binding data, and building presentations.
Charts
Chart templates, chart types, and where chart data comes from.
Account and settings
Your preferences, your organization, and your plan.