Creating new plan with template

By following these steps, you can create a more effective plan using a template on MOSO and enhance your plan easily.

Creating a Plan and Selecting a Template:

1. Navigate to the "Plans" screen by selecting the "Plans" tab from the side navigation menu.

2. Click on the "Create Plan" button.

3. If the consent screen is enabled by the organization admin, approve it.

4. Add a title, start-end date, and topic to your plan.

5. Select the desired template option from the Templates drop-down menu.

6. Click the "Preview" button to see the template in preview mode.

7. Press space to close the preview mode.

8. Continue with the "More Settings" option to complete the plan creation process.

Adding Participants:

1. Click on the "More Settings" button.

2. Click on "Enter Name or Email" under the Participants section.

3. Select the participant you want to include in the plan (you can find them by typing their name or email address if there are too many users in the list).

4. If you want to authorize the user to edit the plan, please select "Can Edit" next to the participant's name.

5. If the participants you want to include in your plan are not in your list, you can send an invitation by clicking the "Invite User" option.

6. Press the "Remove" button to remove a participant from the plan.

Adding Documents to the Plan:

To add documents to your plan, follow these steps:

1. From the plan page, click on the "Add Documents" button.

2. From the "Add Documents" pop-up, select one of the following options: a. Files: These are the files located in MOSO application. You can select files from either "Common files" (files uploaded by admin) or "My Files" (files uploaded by you). b. Upload: Upload a document from your local device.

3. Select the document you want to add to your plan.

4. Once you have selected the document, click on the "Save" button. The document will now be added to your plan.

Files: These are the files located in MOSO application

• Files => Common files: Files uploaded by admin

• Files=> My Files: Files uploaded by you

Upload: Upload document from your local device

To gain a deeper understanding of how to create a plan with template, please proceed with the tutorial provided below.

Editing Plan

To edit a plan in MOSO, follow these steps:

1. From the side navigation menu, select the "Plans" tab to go to the plans screen.

2. Click on the plan you want to edit to view its details.

3. Click on the hamburger menu located at the top-right corner of the plan details page.

4. Select "Edit Plan" from the dropdown menu to enter the editing mode for the plan.

On the selected component, you can choose to duplicate it by clicking the duplicate button or remove it by clicking the delete button. Additionally, you have the option to edit the title of the component or add text to the designated text field.

Please refer to the accompanying picture for further guidance.

Duplicating components

Duplicating components allows you to create a copy of an existing component within a plan. This can be useful when you want to create multiple instances of the same component, such as when you have a recurring task or event. Here are the steps to duplicate a component:

To enter edit mode:

1. Navigate to the Plans screen by selecting the "Plans" tab from the side navigation menu.

2. Click on the desired plan to view its details.

3. Click on the hamburger menu located at the top right of the plan.

4. Select "Edit Plan" to enter edit mode.

To duplicate a component and add extra sessions:

1. Scroll down to find the component that needs to be duplicated.

2. Click on the "Duplicate" icon to create a duplicate of the component.

3. Go to the duplicated component.

4. Update the title field with the desired title.

5. Configure the new component as needed.

6. Save your plan and review the changes.

To gain a deeper understanding of how to duplicate a component, please proceed with the tutorial provided below.

Removing components

Following these steps will allow you to easily remove any components from your plan that you no longer need.

To enter edit mode:

1. Navigate to the Plans screen by selecting the "Plans" tab from the side navigation menu.

2. Click on the desired plan to view its details.

3. Click on the hamburger menu located at the top right of the plan.

4. Select "Edit Plan" to enter edit mode.

You can remove a component if you think it is no longer needed

1. Scroll down to find the component that you want to remove.

2. Click on the Delete icon located on the top right corner of the component.

3. Confirm the deletion of the component by clicking on the confirmation prompt that appears.

4. Save your plan and check the changes to ensure that the component has been successfully removed.

To gain a deeper understanding of how to remove a component, please proceed with the tutorial provided below.

Uploading pictures after a component

Adding pictures can make your plan more engaging and help you convey your ideas more effectively. It is a great way to illustrate your plan and make it more appealing to the viewer.

Uploading pictures after a component is a way to add visual content to your plan. Here are the steps to follow:

To go to edit mode;

1- Navigate to the plans screen by pressing the Plans tab from the side navigation menu

2- Click on the plan to see plan details

3- Press hamburger menu located at top right of your plan

4- Click on the "Edit plan", you will enter to edit mode

You can add pictures into the plan.

1. Scroll down to the component where you want to add a picture.

2. Click on the "Image" icon and select the "Browse" button to locate the picture on your computer.

3. Select the picture you want to upload.

4. If needed, you can change the name of the image file.

5. Click the "Insert" button to add the picture to your component.

6. Save your plan by pressing the "Save Plan" button and check the changes.

To gain a deeper understanding of how to add pictures to a plan, please proceed with the tutorial provided below.

Uploading/embedding video after component

Uploading video after component process allows you to add a video to your plan by uploading it directly from your PC. This method is useful if you have a video saved on your computer that you want to include in your plan. By following the steps, you can easily upload the video file, customize its name if necessary, and insert it into your plan. This way, you can provide additional visual aids to your plan to make it more engaging and informative for your audience.

Embedding a video means that you can include a video player on your plan without having to upload the actual video file to the platform. Instead, you can embed the video from another source, such as YouTube or Vimeo, by copying and pasting the video's embedding code. This allows you to include videos that are hosted on other platforms without having to re-upload them to your plan, which can save time and storage space.

To enter edit mode:

1. Navigate to the plans screen by clicking the 'Plans' tab from the side navigation menu.

2. Click on the plan you wish to edit to view its details.

3. Click the hamburger menu located at the top right of the plan.

4. Click 'Edit plan' to enter edit mode.

Uploading Video After Component:

1. Scroll down to locate the component where you want to upload the video.

2. Click the 'Video' icon, and then click the 'Browse' button to select the video file from your personal computer.

3. Select the video file.

4. If necessary, change the video file name.

5. Click the 'Insert' button to embed the video into the component.

6. Save your plan by clicking the 'Save plan' button and check the changes.

To gain a deeper understanding of how to upload or embed a video after component, please proceed with the tutorial provided below.

Embedding video after component

To embed a video after a component in your plan, follow these steps:

1. Scroll down to find the component where you want to add the embedded video.

2. Click the 'Video' icon, and then select the 'Embed code' tab.

3. Paste the embedding code for the video.

4. If needed, change the video file name.

5. Click the 'Insert' button.

6. Save your plan by clicking the 'Save plan' button and check the changes.

To gain a deeper understanding of how to embed a video after component, please proceed with the tutorial provided below.

Changing component order

To enter edit mode, follow these steps:

1. Navigate to the Plans screen by selecting the Plans tab from the side navigation menu.

2. Click on the plan to view its details.

3. Click on the hamburger menu located at the top right of your plan.

4. Select 'Edit plan' to enter edit mode.

To change the order of a component:

1. Scroll down to find the component whose order you want to change.

2. Click and hold the 6-dot icon located at the top of the component, then drag it to the desired location.

3. Save your plan by clicking the 'Save plan' button."

To gain a deeper understanding of how to change the component order, please proceed with the tutorial provided below.