Plans screen
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When you click on the Plans tab, the active plans list will be displayed by default on the screen. The list provides key information about each plan, including the owner's name, plan title, creation date, creation time, and the number of participants currently involved.
To search for plans, you can use the search box located at the top left corner of the screen. You can search for plans by entering the plan title, plan owner's name, or the names of the participants involved in the plan.
To navigate between created or joined plans, you can use the plan filter located on the plans screen. This filter allows you to quickly view different lists of plans, including active plans, archived plans, plans scheduled for the current week or month, as well as invitations you have received. Additionally, you can also filter the list to view only plans that you have created or plans that you have joined.
Plans can be categorized into three different modes, including Planning mode, Observation mode, and Supervision mode. Planning mode refers to plans that are actively being created or edited, Observation mode pertains to plans that are being monitored or evaluated, and Supervision mode is used for plans that require oversight or management by a supervisor or team leader.
Using the sort function, you can sort the plans you've created or joined by first or last created date.
When you hover over the plan, 3 dots appear at the end plan list.
If you are a participant, you can leave the plan.
If you created the plan, you can edit or delete.
You can start creating a new plan by pressing the "Create plan" button on the top right of the plans page.