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.

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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) tap 'Create a plan':

You'll then be asked what kind of plan you wish to start, a blank plan or a plan from one of your templates.

Choosing Blank (empty plan) will open a fresh new plan with nothing in it:

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

You can create a plan from one of your templates in the same way. On your Open plans page tap Create a plan and when when asked what kind of plan you wish to start select the name of one of your templates. 

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.

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