New Plans Page with Filtering and Bulk Actions

We’ve introduced an updated Plans page designed to give plan admins more control, flexibility, and efficiency when taking routine actions. New options like bulk actions, filtering, and customizable columns allow you to customize your view and take action on plans faster than ever.

Updated Design 

We’ve improved how you navigate between plan states with an updated, more precise button group that includes our new Favorites option. Active and Inactive plans can now easily be viewed in separate lists, as well as a new combined All Plans option. 

We've also introduced the ability to customize columns and added additional column options that can be added to your list, including: 

  • Created On
  • Admin 
  • Members
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Favorite Plans

You can now favorite your most frequently accessed plans to keep them front and center.

  • Click the star icon next to any plan to add it to your Favorites
  • Access all starred plans from the new Favorites view
  • Favorites are personal to you and saved across sessions
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Filter your Plans List

A new filtering bar has also been added to the page, introducing additional filtering options. Users can now also filter by:

  • Created By
  • Admins
  • Members
  • Created Date
ZD_planspage_filters.gif

Bulk Actions

For plan admins, taking routine actions across plans just got easier. You can now:

  • Archive & Unarchive multiple plans at once
  • Add or remove viewers and editors across multiple plans at once
  • Delete multiple plans at once 
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