Creating A Plan

In this section all the authorized users can view and manage plans they created or plans assigned to them by an administrator.

This section displays the plans you created yourself on the FE or those assigned for you by an administrator.

To open Plans section and see the list of all active plans, go to Goals & Plans Dashboard > Plans:

When you click the name of any particular goal, you can view the detailed information about this plan as well as the graph that is a visual representation of the progress on this plan:

Look&Feel

The color of the status icon and the status bar depends on the time left till deadline. If any stage is set for the plan, the color of the closest one will be applied.

You missed the deadline for the plan or it's closest stage.

Active plan with the deadline more than a week away.

Active plan with the deadline more than 3 but less than 7 days away.

Active plan with the deadline less than 2 days away.

Plan is completed.

1.	Click and choose either Add Plan or Add plan from template.

2.	In the open form, complete the following information (fields marked with an asterisk (*) are required):

►	Title - type the name for your new plan.

►	Description - type in the description for this plan.

►	Category - from the drop-down list, select the category. Only an administrator can create the categories.

►	Due date - set the date and time when you plan to accomplish the plan: use the Calendar () icon to select the date; time need to be typed in manually.

►	Start value - enter the value that reflects your current status.

►	Desired value - set the value you plan to have by the due date.

►	Units - specify the units you use for measuring your start and desired values.

►	Image - upload the image for the goal from your local machine.

►	User fields - select one or several user fields that you want to be added for the current goal during the Record creation. This list includes the user fields you created or the ones assigned to you by an administrator.

TIPS & TRICKS

To select more than one field, click the needed field names while holding the CTRL button.

To add new user fields, click the Add new field link. For details, see User Fields.

3.	Click Save to create the plan.

Create a new plan from template

1. Click and choose Add plan from template.

2. Select a template for new plan. A completed form for a new plan will appear.

TIPS & TRICKS

Existing plans templates are those created by administrator on the back end (BE).

3. Click Save to create the plan.

You can edit the plans you created as well as the plans assigned to you by an administrator.

1.	Open Plans section.

2.	Click the name of the plan you want to edit.

3.	Click Edit Plan.

4.	In the open form, make the needed changes; for details, see Plan creation form.

5.	Save the changes.

No questions yet.