Plan Management

Create a Plan

• Add a Plan
• Delete a Plan
• Add a Plan Item
• Card, Edit
• Card, Delete
• Card Level, Edit

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Inside a Plan Item

• Past Due Items
• Members
• Re-Assigning Items
• Checklists
• Files
• Comment, Request

How To's

• How to Customize your Organization's Statuses
• How to use Dependencies
• Linking Plan Items
• How do I update my progress?
• How do I add someone as an Admin to a plan?
• How can I customize columns?

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Plan State

• Activate Your Plan
• Mark a Plan as 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: Editing Multiple Items at Once

Plan View: Metric

• Metric View
• Add a Metric
• Metric, Edit
• Metric, Delete

Plan View: Gantt

• Gantt View

Multi-Plan View

• Multi-Plan View

Saved Searches

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

Best Practices

• Plan Implementation