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  1. Help Center
  2. Plan Management

Plan Management

Create a Plan

  • Create a Plan
  • Adding a Plan Item
  • How to Edit a Plan Item
  • Edit an Item's Level
  • Edit the Alignment of an Item
  • Edit the Plan Level Library
See all 10 articles

Plan Item Card

  • Plan Item Card Overview
  • Submitting an Update
  • Requesting a Progress Update
  • Providing a Comment
  • Interacting with the Timeline
  • Creating a Simple Metric
See all 13 articles

How To's

  • How to Implement Custom Fields
  • How to Customize your Organization's Statuses
  • How to use Dependencies
  • Linking Plan Items
  • How do I make Progress Updates on Items within my Plan?
  • How do I add someone as an Admin to a plan?
See all 10 articles

Plan State

  • Activate Your Plan
  • Make Your Plan Inactive
  • Archive/Unarchive a Plan
  • Restoring a deleted plan or plan item

Plan View: List

  • List View Overview
  • Filter Your Plan Data
  • Customizing Columns
  • Bulk Edit

Plan View: Metric

  • Add a Metric View Widget to Custom Dashboard
  • Metric View
  • Add a Metric
  • Metric, Edit
  • Metric, Delete

Plan View: Timeline

  • Timeline View

MultiPlan View

  • MultiPlan View

Saved Searches

  • Managing your Saved Searches
  • Create a Saved Search in MultiPlan View