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Sharing & exporting plans
Sharing & exporting plans

How to share modular status updates with teammates, or export plans

Derek Osgood avatar
Written by Derek Osgood
Updated over a week ago

Modular, Automated Status Updates

There's one very important reason we've modularized launch plans in Ignition. The reality is that most stakeholders in the launch planning process don't need (and thus never read) the full launch plan – they each have individual bits and pieces of information that are important to them. So, we made it really easy to modularly create stakeholder updates and push them directly into people's inbox. You can even set these updates up to send on a recurring basis with the latest info.

If you'd like to share to Slack, connect your Slack instance under "Integrations" in Settings, and you'll have the ability to send Slack DM's or publish updates to Slack channels.

To share an update with a set of stakeholders:

  1. Click "Share Update" in the top-right corner of the plan.

  2. Add recipients and customize your delivery settings

    1. πŸ‘¨β€πŸš€ If you choose to "send as myself", Ignition will send the update from your account. This is a great way to make sure your recipients engage with the message!

    2. Schedule your update and/or set it to recur (if you send a recurring update, as data in the plan changes, the latest will be sent).

  3. Select the modules you want to include in the update – we'll format them into a structure that's easily digestible via email or Slack for you, and generate an update communication, which you can edit.

  4. Selected stakeholders will receive a custom update via email or Slack, whichever they've indicated is their preferred communication method.

  5. If you choose to send to a Slack channel, Ignition will publish it there.

Exporting plans

If you'd like to export your plans, Ignition offers a couple easy ways to do this.

From the "Share Updates" screen, you can either:

  • Export to an integration – This option will allow you to export either individual modules, or your entire plan, to any of the below. If you re-export a second time (e.g. after something changed in the plan), we'll automatically update the doc so you don't end up with dozens of versions of the same plan created.

    • Google Docs

    • Confluence

    • Google Slides

  • Publish a public page – This option will publish a simplified, hosted page which you can share with anyone, without them needing to join your Ignition instance.

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