Click Plans on the left hand menu, and then click the Create plan button (top right).

Note: Before you can create a plan, you'll need to create at least one template.

First select a template that you'd like to base the plan on. Type the email address of the owner participant. This is the external person who is to be sent the plan to complete (i.e. the customer, prospect, new employee, etc.). I.e. whoever is to be onboarded.

You can add a message to add to the invite email if you like. You'll see a preview of the invite email on the right hand side.

When you're ready, click Create & invite to create the plan and send the invite email to the participant. Users added to the plan will also receive a notification.

Make me the plan owner

If you leave the Make me the plan owner switch on, you'll be assigned as the owner. You'll replace the owner team member defined on the template.

Note: If you select Make me the plan owner and you're already added as a team member to the template with a custom role, that custom role will now be left open/unassigned and a new user will need to be added to fill that role.

CRM linking

You can also override CRM linking options here or leave the default, which is to link based on what's defined in the template.