We'll shortly be launching 'Planning', a better way to plan with your team. We are inviting services to access this new feature before we officially launch it. This article is for services that opt in.
There are a two ways to create a plan:
- From scratch
- From a template
Creating a plan from scratch
On your Open plans page (in either your service's or room's planning area) hit 'Create a plan':
This will open a new blank plan:
From here you can begin filling out your plan. At any point, you can save it as a template. Learn more about templates.
Creating a plan from a template
On your Templates page, choose a template and hit 'Start plan':
A pre-populated plan based on that template will open:
From here you can begin filling out your plan.
When you save your plan, it will save it to the group that you started it in. If you started it in your service's planning area you will see your saved plan listed here. If you started it within a room, you will see it in your room plans list.