Admin: Plans Overview

Hello and welcome to eLeaP. In this quick tutorial, we are looking at an overview of the plans module. It is right over here.

If your module is not enabled, go to your settings area and you’ll be able to do that. You can collapse your left menu. As an overview of the plans module, I have here a list of my current plans. I have a range filter as well as an option to be able to get additional filtering and sort options.

You can of course, add a new plan as well as check on the statuses of your current plans, if you have any upcoming plans, any in progress, completed, as well as overdue.

You do have two main sections, the creative view as well as the My Plans area. So of course, even though I’m an admin, I can be assigned to plans myself.

Now, let’s take a look at a couple of things here regarding the plan. You have the creator of the plan, you have the plan name, you have the individual or individuals the plan is for or the assignee of the plan, and then you have the plan status here. So in this case here, it’s completed.

You have the plan priority, and then of course the type of plan and any categories that you might have utilized in creating your plan.

This is the period of time for the plan. Then, of course, if we go to the right side of the page here, we have the components of the plan.

If you put your cursor over the component you will see the name of the component. You can of course click on the component to go off to that particular component of the plan. So for example, if I click on the goal here, it’ll take me to the details page for that particular goal.

Similarly, you have the option to click on the overview, which will give you an overview of that particular plan. Okay? So that’s how you get the details for that plan. If you are looking for the overview in terms of the components of the plan, the details of the plan, that’s where you get all of that information.

If you wanted to, for example, add files into the plan and share those files, you can do that all from the overview section. Lemme go back to my list of plans. If you go over to the three dots on the right, click on those three dots, you’ll have options to edit, delete, or duplicate.

What this means is, let’s say you have a plan template created and you want to create a new plan, you simply can duplicate the existing plan change, make the changes you want in the new plan, and of course be able to utilize that new plan.

So, of course, this is a quick overview. We’ll have separate videos on how to add plans, how to edit plans, and of course how to manage and navigate plans.

As usual, if you have any questions about this or any other features in the system, please do not hesitate to contact us.