Plans screen

Display active plans

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.

The plans screen provides essential information about the plan you are viewing, such as;

• Plan owner

• Plan Title

• Created date

• Created time

• Number of participants

• Meeting link

Search

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.

Plans can be searched by,

• Plan title,

• Plan owner's name,

• Participants' names

To gain a deeper understanding of how to search for plans, please proceed with the tutorial provided below.

Filter plans

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.

By using plan filter you can view the list of plans such as;

• Active plans

• Archived plans

• Plans this week

• Plans this month

• Invitations

• My plans

• Joined plans

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.

By using plan filter you can view the list of plans on;

• Planning mode

• Observation mode

• Supervision mode

Sort plans

Using the sort function, you can sort the plans you've created or joined by first or last created date.

3-dots

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.

Create new plan

You can start creating a new plan by pressing the "Create plan" button on the top right of the plans page.