Working with plans

Plans are created from templates and represent a set of tasks assigned to a specific participant.

You can manage plans by clicking Plans on the left hand menu.

Using views

A 'view' is a list of plans that you'll see on this page. You can filter, sort, or change the columns that you see using the controls above the list.

There are some predefined views available by clicking on the current view name at the top of the page (just to the right of Plans).

Custom views

You can save any view as a 'custom view' using the Save as new view option under the view menu (click the view name). Once a custom view is saved, you can manage it from this same menu, i.e. you can change its name or save changes to it.

If the current view is a custom view and the view has changed, you'll see (Changed) in orange next to the view name.

Note: Custom views are available only to the user who creates them.

Setting the default view

The default view is the view that is shown by default when clicking into the list from the menu bar. When viewing the default view, you'll see a purple star next to the view name.

To set a new default view, open a view that is not the default, click the view name, and then click Set as default.

Note: Setting the default applies to the current user only.

Quick filters

You can also add 'quick filters' to views, to allow you to quickly filter on commonly used text fields such as name. To change the quick filter fields in a view, click the menu button above the list of plans (three dots), then click Quick filters.

Exporting the list

Click the menu button above the list of plans (three dots), then click Export to download the current view in CSV format.