Getting Started

Welcome to Pilotus! This guide will help you get started with the platform and understand how to navigate its features.

What is Pilotus?

Pilotus is a strategic planning and governance platform designed for educational organizations. It is organized into six modules:

• Plan — Create and manage strategic plans with objectives, actions, and key results (OKRs)
• Organize — Run committees with meetings, agendas, decisions, and follow-ups
• Act — Track all your personal actions in one place with Kanban, list, and calendar views
• Steer — Monitor KPIs and track actions across your entire organization
• Organization — Manage members, roles, tags, and organization-wide settings
• My Account — Edit your profile, customize your avatar, and manage your preferences

Logging In

1. Go to your organization’s Pilotus URL
2. Enter your email address and password
3. If this is your first login, you’ll receive a verification code by email
4. Enter the 6-digit code to verify your account

Tip

If you forgot your password, click “Forgot password?” on the login screen to receive a reset link by email.

Navigating the Interface

The Sidebar

The sidebar on the left is your main navigation. It contains the six modules:

• Plan — Your strategic plans (expandable to show individual plans)
• Organize — Your committees (expandable to show individual groups)
• Act — Your personal action tracker (Kanban board, list, calendar)
• Steer — Organization-wide action tracking and KPI dashboard
• Organization — Organization settings and member management
• Search — Find anything across your organization

Note

My Account is accessible from the sidebar on mobile, or from the profile icon in the header on desktop.

The Header

The header at the top shows:

• Your current location in the app
• Quick actions relevant to your current view
• Your profile and language toggle

Your Dashboard

When you log in, you’ll see your organization’s home screen with:

Upcoming Actions

Actions assigned to you that are due soon

Recent Plans

Plans you’ve recently worked on

Upcoming Meetings

Meetings scheduled in the next days

Quick Stats

Overview of your tasks and progress

Permission Levels

Pilotus uses a triple-level permission system. Each level is completely independent — organization admin does not automatically grant plan or committee access.

Organization Level

Role	What you can do
Admin	Manage members, roles, tags, and organization settings
Member	Access plans and committees you’ve been granted permission to

Plan & Committee Level

Role	What you can do
Reader	View content only
Contributor	View and edit content
Owner	Full control including permissions and deletion

Note

Access requires explicit permission records at each level. An organization admin can see all plans and committees for management purposes, but doesn’t automatically have edit access.

Quick Start: Your First Steps

1. Explore your plans

   Click on Plan in the sidebar to see the strategic plans you have access to. Click on any plan to view its objectives and actions.

2. Check your actions

   Go to Act to see all actions assigned to you across all plans and committees. Use the Kanban board to drag actions between status columns.

3. Review upcoming meetings

   Open Organize in the sidebar to see your committees and upcoming meetings. Click on any meeting to view its agenda.

4. Try the search

   Use the Search feature to find plans, actions, decisions, or colleagues quickly. The search works across all content you have access to.

Getting Help

If you need assistance:

• Check the relevant section in this guide for detailed instructions
• Contact your organization administrator for access issues
• Look for the ”?” icon in the app for contextual help

Next Steps

Ready to dive deeper? Explore these guides:

• Plan Overview — Learn about creating and managing plans
• Organize Overview — Understand committees and meetings
• Act — Master your personal action tracking
• Steer — Monitor organization-wide progress