Add a Plan Item

There are three different ways to add an item to your plan.

From Tree View

Click the '+' in the bottom right-hand corner of an existing plan item. 

 

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The 'Add New Plan Item' menu will appear on the screen, allowing you to create a new item nested beneath your existing item. Provide as much information as you have available, then click 'Create Item' in the bottom corner to add the new plan item into your plan. 

 

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Expand the parent item to see your newly created item. 

 

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Alternatively, click and hold a Level from the Item Library on Tree View, then drag it onto an existing item (such as the top plan card). The plan item's card will highlight in blue. Release your mouse to create the item.

 

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The 'Add New Plan Item' menu will appear on the screen, allowing you to create a new item nested beneath your existing item. After filling out the necessary fields, click 'Create Item' in the bottom corner to add the new plan item to your plan.

 

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From List View

Click the ellipsis icon at the far right end of your plan item's row in the List and click the 'Add Supporting Item' option from the menu. The 'Add New Plan Item' menu will appear on the screen, allowing you to create a supporting item. 

 

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Note: if you do not see the Add option on Tree or List View, it is because you do not have the correct permissions to create new items in your plan. Contact your AchieveIt administrator for assistance.