Creating new plan without template

Creating plan

To create a new plan, please follow these steps:

  1. Navigate to the Plans screen.

  2. Click on the 'Create plan' button.

  3. If enabled, agree to the consent screen that outlines your organization's rules and regulations regarding the use of personal data.

  4. Enter the title, start-end date, and topic for your plan.

  5. Select 'No Template' from the Templates dropdown menu.

  6. Click on the 'More settings' button to add additional features to your plan, such as a Zoom link or livestream.

  7. Click on the 'Save' button to save your changes.

  8. Finally, click on the 'Save' button located at the top right corner of the screen.

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

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