Frequently Asked Questions (FAQ)
Welcome to a place where success is yours to organize, the way you want. Your building blocks are motions and actions, and the result is your goals achieved, faster and easier. The only limit is your imagination.
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Browse or search this page for answers. If you can’t find what you need, we’re happy to help! Contact us.
- People, roles & organizations
- Control & privacy
- Work items
- About Bipronum
What is a Mission?
Missions allow you to organize people to achieve a goal together, quickly and easily. They consist of a name (usually the outcome or goal to achieve), a short description, and motions assembled in the right order to reach the goal.
What kind of goals can become a Mission?
Almost any kind of business interaction can be powered by Bipronum, including:
- Making a deal, from proposals and presentations, to contracts and signatures
- Finalizing marketing assets, from creative brief to technical spec and beyond
- Registration with a government agency, from template to review and submission
- Getting a funding proposal approved, from detailed worksheet to spending plan
- Closing a real estate deal, from offer to inspection to signing on the dotted line
- Managing a legal case, from discovery to settlement
What are the simple, repeatable interactions you work on every day?
How can I create a Mission?
There are a few ways. First is with a clean slate, click on “New Missions” in the sidebar. There, you can click “+ Create Mission”. Name and describe your Mission, choose a date to start or your desired completion date, and then choose a motion to start with. Remember, you can change all of this later! It’s just to get you started.
You can also try our Quick Start Templates, which represent best practice for the most common Missions in the verticals that benefit the most from Bipronum, such as legal, marketing, and real estate. Like all Missions, they can be customized for your needs. These templates already have all the motions, roles, instructions and days to complete, so they’re ready to go and should be great starting points.
Another way is to use an organization template. These are templates that someone else in your organization may have saved, or that you might have saved at some point. Just like the Quick Start Templates they also have motions, roles, instructions and days to complete. Just assign people and link work items and hit “start”.
What is the status of my Mission?
When you create a Mission, it starts as a draft. Every change you make is automatically saved but no one else will see it or be invited to participate until you click “Start” in the header section of your Mission.
As soon as you’ve assigned all people to the roles and filled in all the dates, you’ll be able to start your Mission. You can also do it later. Just keep in mind that you’re the only one who can start the Mission.
When you do, the Mission will be active, and everyone will receive an email invite. They will be able to see the entire Mission, unless you make certain motions private, and receive important alerts about it.
Why do I need to create a timeline for my Mission?
To help you achieve your business goals or objectives, Missions have clear time expectations, which are the sum of the days to complete each motion. They can be set to start on a certain date, with the days given to each motion adding up to the Mission deadline, or you can choose an end date and the motion durations will be adjusted to reach it.
What happens when a Mission is completed?
You can find Missions that have been completed or canceled in the “Completed Missions” tab. They serve as a record of what you’ve accomplished and are part of a searchable archive by Mission name, roles, people and ownership.
Who can be included in a Mission?
Anyone! Though they need to be invited to the Mission, they don’t need to work at your company, be part of an existing team, or join a group or channel. By design, Bipronum does not have these because just about all of us come together ad-hoc as part of a network and not within a corporation. Participants can simply respond to your request and do their part.
To invite someone to a Mission, first create a Mission. In the Power Up panel, scroll down to People and click on “+Invite”. Enter the person’s email address and name and they’ll receive an email invite to Bipronum and your organization.
What are Power Ups?
Power Ups are everything you need to set your Mission up for success and surmount any obstacles along the way, such as additional work items, motions, and people e.g. subject matter experts to break through! Click the Power Up tab at any time to make modifications to your Mission to strengthen it.
What is a motion?
The 12 motions of Bipronum represent all the basic business interactions that people use to come together to achieve goals. Any number can be used in any sequence to achieve a Mission.
Each of the 12 have the pre-defined roles to achieve their purpose shown, so you can just drag-and-drop people into the roles. Keep in mind that there is a minimum set of roles included in each motion, but you can easily add or remove roles and people as needed.
As each motion represents a milestone or step toward the overall goal, they bundle or focus all the necessary inputs and context to come together to complete the motion:
- People in their roles
- Work items
- Start and end dates
Rather than search for relevant information in feeds or emails, you have all the context you need as the Mission progresses.
What are the 12 motions?
Each of the 12 motions represents a specific milestone or result that moves your Mission forward. They can be used in any order and as many times as you need to achieve your Mission.
Contributors gather material or work items as inputs for further motions or as required results.
Create from an empty file, or fill out a template. Authors help with inputs or edits. Output is draft material.
Review of a draft or file, with request for feedback. Output is a reviewed material.
Material is shared to be approved formally. Output is approved material.
Multiple contributors provide material which is approved to proceed to the next process step.
Material is shared and confirmed viewed by receivers.
Two parties negotiate an agreement. Optionally, a subject matter expert helps facilitate.
Formal signing of an agreement by one or more parties.
Form action plan
Jointly create an action plan to coordinate and approve to-dos.
Implement action plan
Team members implement and track multiple to-dos.
|Pay||Make or receive a payment and get acknowledgement of receipt|
Can I hide certain motions?
Yes. See Control & privacy for more information.
PEOPLE, ROLES & ORGANIZATIONS
How do I assign roles?
Click the Power Up tab on the right side of a Mission and scroll down to people. Click a person and drag them onto the open motion and release. Or drag and drop them into an existing role. You’ll see the role bubble grow a little larger when you’re in the right place.
What are the different role types?
Each motion has the particular roles provided that are required to complete each motion. Across all 12 motions there are three role types that additionally make clear who is participating in what way. These are based on the RACI-role types from project management systems.
The types help everyone understand what to expect from whom, and who to ask for help:
- Blue / A: The accountable person for a motion, the one who is seeing this particular motion through. If you have questions, they are the one to ask.
- Orange / R: The responsible people, the heroes, the ones that are actively doing or contributing something. They are the ones to mark their status as “I’m done”, in which case their color turns to gold. If they can’t move forward, they choose “I can’t do it”, which turns their color and that of the motion to red. The signal tells everyone, especially the accountable person, to be in touch and figure out a new way forward.
- Green / I: The informed people, the ones that need to know, but aren’t actively contributing. They might be stakeholders or subject matter experts.
What is an organization?
Organizations can be a company, family, committee, or any temporary group of people organized around a shared topic or area. You might have a larger goal that is broken into Missions to complete to accomplish that larger goal.
Anyone who is invited to an organization can be assigned a role in a Mission, and people can belong to as many organizations as they want.
How do I add or remove people from my organization?
To invite someone to an organization, click on Invite on the dashboard for that organization.
You can also invite someone by including them in a Mission. In the Power Up panel, scroll down to People and click on “+Invite”. Enter the person’s email address and name and they’ll receive an invite. You can then add them to a role in a Mission.
In Bipronum, everyone is empowered to help out so anyone in your organization can invite someone else. But only the organization owner can remove someone from an organization. That can be done on the Dashboard under Settings for that organization.
How do I switch organizations?
To toggle between organizations, click on the drop-down menu in the top left corner and select one or create a new one. Each organization is distinct, so that on the dashboard, you’ll see only the notifications for that organization’s Missions and only those Missions listed in the menu on the left.
CONTROL & PRIVACY
How do I make a Mission active?
In the description area of the Mission in the upper left, you’ll see a status: Draft, Active, or Complete. If the Mission is a draft, it is not yet active and will need to be started before anyone can participate. To start, make sure all of your roles have been assigned and dates have been filled in, then click Start next to the status. Participants will receive a notification that their help is needed and you’re on your way!
Can I modify or delete a Mission?
Yes, optimization is the name of the game! Even after the Mission is started, the Mission owner can still add and remove motions (as long as they are still in the future), add and remove roles or people, and change the order of motions or their dates.
You can also cancel the Mission as the owner— if, for example, some business opportunity will not go forward. People will receive a notification that the Mission has been canceled and it will be moved to Completed Missions so that progress made is not lost, and so it could be used as a template.
Who can make changes to a Mission?
Missions always have an owner and the invited participants. Each motion has an accountable role that also has more rights.
Only owners can make big changes like:
- Starting and canceling a Mission
- Adding or removing motions. Add motions from the Power Ups panel. To remove a motion that hasn’t started yet, click on the trash icon in the upper right side of the motion block.
- Changing the motion order—simply click on the motion you want to move, then drag and drop it in the new order. Make sure you change the dates!
- Setting specific motions to private mode
- Setting a Mission for Blockchain verification
- Adding or editing the Mission name and description, and the motion instructions
- Removing participants
- Removing documents
- Changing timelines
How do I remove a role or participant?
To remove a specific person from a role, either remove the role or replace the person by dragging someone else from your Power Ups and dropping them into the role. Click on a person in your Power Ups menu and drag to the motion. You’ll see the bubble grow a little larger when you hover over roles so you can drop them into the right role.
In the spirit of everyone helping to optimize and make the Mission a success, everyone can:
- Add participants, if, for example, they know a subject matter expert who can help break through a tough spot, or they need someone to substitute for them
- Change people’s roles if, for example, they need to delegate work to someone else
- Add work items to a motion for relevant input
- Make a comment
- Receive notifications on the motion or Mission completion
- See the Mission activity log
- Duplicate a Mission or save it as an organizational template
Is it possible to change roles?
Yes, you can change the role, from a contributor to a watcher for example, if the action you need to take has changed. Keep in mind that the owner of the Mission or the motion accountable may be relying on you, so make sure to leave a comment about the change.
If you need help, you can create a new role by dragging a person from the Power Up menu into the Mission. Or, you can reassign your role by dragging a person into it to replace you.
Can everyone see everything?
Only people invited to participate in a Mission can see that Mission, and they will generally see the whole Mission. However, the owner of the Mission or the A-type (in blue) of each motion can make particular motions private, meaning that only the participants of that motion can see the details. This can be important when working across companies or with clients you don’t want to see everything.
Can I hide certain motions?
Yes. If you’re the owner of the Mission or the A-type (in blue) of a motion, you can make that private, meaning that only the participants of that motion can see the details.
If a motion is set to private, people not included in that motion will only see that there is one and what it does. They will see an icon of an eye with a line through it and will not be able to open the motion to see who is participating, their role, instructions, comments, or work items.
If you are able to change the privacy settings on a motion, you’ll see an eye icon in the upper right corner of it. Click the icon to change the setting to private and it will change to an eye with a line through it.
Why can’t I see certain motions?
The Mission owner, or requester of a motion, can choose to make that motion private to everyone who isn’t participating. You’ll see an icon of an eye with a line through it when a motion has been set to private.
How do I attach documents?
From a Mission, click on Power Up to open the panel to attach new work items. Click on the Dropbox or Google Drive logos to link your account and find your work item, which can be any kind of file.
You’ll see the work item added to your Power Up panel and can then drag it to any motion. If there are any special instructions for what to do with the work item, add those to the instructions of the motion.
You also have the option to attach a work item to your Mission when you create a new Mission.
How will people access work items?
In order to keep Bipronum easy to access for everyone, it’s entirely cloud-based. That means work items are not uploaded or saved to the software. Instead, you’ll create links to documents through your Dropbox or Google Drive account to add them to a Mission.
Make sure your permissions in Dropbox or Google Drive are set to allow people to access the linked work items.
How do I complete a Mission?
If you’re an R-type with an orange circle, when you’ve completed your action, click on your profile in the motion and select “I’m done”. The circle around your profile will change to gold. When every R-type has completed their action the whole motion completes, the center of the motion will show a gold icon that represents what’s been accomplished in accordance with the motion purpose. When all the motions are complete, the Mission has been achieved and you’ll see gold stars animate in celebration at the end.
When a Mission is completed, its status changes and it is no longer shown with the active, but with the other completed Missions in the left panel. At this point further changes become impossible.
What if I can’t complete my action?
If you can’t complete a motion that you’ve been assigned to, you can select “I can’t do it” from the drop down when you click on your role. This changes the circle around your role to red to let everyone know there is an objection that needs to be cleared.
What if one of my participants doesn’t complete their action?
If a participant cannot complete their action in a motion, they have the option to select “I can’t do it” at which point the circle around their role will turn red.
They, or the Mission owner, can assign someone else to the role by dragging another person from the Power Ups into the role. If they are late, they will get email reminders and continue to see the status on their dashboard.
Can I change the due dates?
The Mission owner can change the dates of any motion that has not yet started, to either give people more time or shorten timelines if things are moving more quickly than expected. Keep in mind that participants may have checked their role at the beginning of the Mission and planned accordingly.
What is the activity log?
The activity log is a system of record for everything that’s been done in a Mission. It lets everyone see what’s happened, when, and by whom. To access the activity log, click on the See Activity tab on the right side of any Mission.
How do I create a copy of a Mission or an organization template?
At any time, you can duplicate a Mission or save it as a template to your organization. Click on the Repeat tab on the right side of any Mission and select “Duplicate this mission” or “Save as template to my organization”.
Both save the name and description of the Mission, the motions with their instructions, the duration of each motion, and the roles, unassigned, except for the A-type role who is usually you, the person making the template. If you make a copy, links to documents will also be saved. This is especially helpful for repeatable transactions with standard documentation.
It’s designed to make your successful Missions more easily repeatable!
Can I repeat a Mission that I completed?
Any Mission can be duplicated or templated. If they’ve been completed, you’ll find them under the “Completed Missions” tab.
The best part is, you don’t have to be the Mission owner to take advantage of this feature! Templates will be saved to the organization and available to anyone in the organization in “New Missions”, duplicates will show up as personal drafts.
Why should I upload a picture?
As soon as you create or participate in a Mission, you’ll see why! Your profile picture and name make you more recognizable and credible in your role. Your profile is only exposed to people you’re connected to so being real is important.
How do I upload a profile picture?
Click on the profile icon in the upper right corner of Bipronum. Here, you can control how your name appears, what you do, and how you can be contacted. Click “Choose a file” to select a file to upload or “Edit profile picture” to replace an existing one.
Do I need to give you my phone number?
As of now, the only information visible to others is your name and picture but, in the future, Bipronum will give you the option to create a publicly visible profile for prospective clients and business partners.
What does “Private beta” mean?
Will I get software updates?
Yes. Bipronum is an online product, or software-as-a-service (SaaS). Updates will happen automatically, and we’ll let you know when things have changed. You don’t have to install anything or keep it up-to-date yourself.
What about security?
Can I give feedback?
Yes. We need and want your feedback! Let us know what you expect to do that you can’t, what you don’t understand or can’t figure out how to do, and anything else that you think would improve the experience. We’re continually improving and will incorporate as much of your feedback as possible.