Planning & annual cycle

Plan the entire annual cycle with the Year Wheel

Recurring activities — internal audits, policy reviews, NIS2 tasks, year-end closing — are easy to forget. The Year Wheel gathers the whole year's planning on a circular calendar and drives execution through Kanban.

The whole year on a single map

The Year Wheel visualizes your organization's recurring activities on a circular year calendar. Each activity is placed on its date, color-coded by category and shows its status in real time. Management gets the overview, owners know what is coming.

The result: a clear, shared annual plan where nothing falls through the cracks.

What you plan in the Year Wheel

The Year Wheel suits all recurring planning — from the management annual cycle to operational routines.

Management annual cycle

Strategy meetings, follow-ups and decision points planned across the whole year.

Internal audits

Schedule audits and reviews and connect them to the people responsible.

NIS2 activities

Recurring cybersecurity measures and compliance tasks placed in time.

Workplace safety rounds

Safety inspections and work environment activities with clear participants and dates.

Policy reviews

Plan when each policy is to be reviewed and renewed during the year.

Budget & year-end

Financial milestones — budgeting, reporting and year-end closing.

How the Year Wheel works

From visual planning to completed tasks — all in one place.

Circular year calendar

Activities are placed on a visual year calendar by start date — the whole year at a glance.

Color-coded categories

Ten ready-made categories (management, finance, IT, NIS2 and more) that you can extend and customize.

Status and priority

Every activity has a status, a priority and an optional recurrence setting.

Participants and roles

Connect users to activities as assignee, participant or reviewer.

Kanban tasks from activities

Create concrete tasks straight from an activity and drive execution on a Kanban board.

Two-way status sync

The status of an activity and its tasks is kept automatically synchronized in both directions.

Recurring wheels

Clone the entire wheel to next year — recurring activities carry over automatically.

PDF export

Export the year wheel as an A4 PDF for meetings, management reports or printing.

From annual plan to completed tasks

The Year Wheel is a planning view — task management drives the work forward.

1

Plan the activity

Add the activity to the wheel with date, category, priority and participants.

2

Create a Kanban task

Generate a task from the activity. It lands on the wheel's module board, and a mirror copy is placed with the assignee under "My tasks".

3

Status syncs automatically

When the task is moved on the board the activity's status updates — and vice versa. The wheel always shows the current state.

Frequently asked questions about the Year Wheel

What is the difference between an activity and a task?

An activity is a planning object in the year wheel — it shows what is to be done and when. A task is the concrete work item on a Kanban board that drives execution. You create tasks straight from an activity, and they are kept synchronized.

Do we have to re-plan the whole wheel every year?

No. You clone the entire wheel to next year with one click. Recurring activities are copied automatically with dates shifted one year forward, and one-off activities can optionally be included.

How do the Year Wheel and the Kanban board stay connected?

When you create a task from an activity they are linked. If the activity's status changes the task moves to the right Kanban column, and if you move the task on the board the activity's status is recalculated automatically — synchronization works both ways.

Can we use our own categories?

Yes. The module ships with ten ready-made categories, but you can add your own and edit the existing ones — with your own names, colors and icons. Categories are shared by all wheels in the organization.

Get an overview of the entire business year

Book a demo and we'll show you how the Year Wheel makes your annual planning visual, shared and traceable.

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