Create and Manage Plan

Creating and managing a plan involves the process of developing, organizing, and overseeing a set of actions or tasks designed to achieve a specific goal or objective

Create Plan

Go to Planner and click on +Plan

Enter the details in the Create Plan page and click on Save

A new Plan is added at the top

Delete Plan

Plan once added can be deleted if no longer necessary

To delete Plan

Click on the edit button

Click on delete option which you would like to delete

Give your confirmation in the popup and the record will be deleted