Create a plan manually

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.

If you leave the Make me the plan owner switch on, you'll be assigned as the owner and the only member of the plan. This overrides any owner or member users defined in the template. If you switch this off, the plan will be assigned based on the people on the template.

You can also set CRM linking options here or leave the default, which is to link based on the template setup.

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.