Create or Edit Plan
The platform allows you to create or edit plans for a specific client. Please refer to Create or Edit Task, Import Tasks, Duplicate Tasks, Repetitive Task, Automatic or Non-Automatic Task, Location, and Tags for more information related to a plan.
Create Plan
- Click the Plans Management button from the navigation.
- Click the Create Plan button.
- Click the View Plans button from the Manage Client page. Please refer to Manage Client to learn how to navigate to this page.
- Click the Create Plan button.
- Navigate to the home page.
- Click the Create Plan button.
- Fill out the fields.
- Click the Create button.
Edit Plan
- Click the Plans Management button from the navigation.
- Identify the plan and click the ellipsis button.
- Click the Edit button.
- Click the View Plans button from the Manage Client page. Please refer to Manage Client to learn how to navigate to this page.
- Identify the plan in Plans tab and click the arrow button.
- Modify the plan details.
- Click the Update button.