Creating a Plan
From the Plan Module
Navigate to the Plan module from your main menu
Find the company where you want to add the plan
Click the Page icon next to the company name to open the "Add plan" popup
Plan Creation Options
You can create a plan in two ways:
From a template - Use pre-built plan structures to save time
From scratch - Start with a blank plan for custom requirements
Required Information
When adding a new plan, you'll need to provide:
Plan name - Give your plan a descriptive title
Company selection - Choose which client company this plan belongs to
Template selection (if using a template) - Pick from available plan templates
Plan icon and color - customize if you want.
Plan Permissions and Access
Users Assignment
After creating a plan, you can control who has access:
A popup will appear allowing you to set user permissions immediately after plan creation
You can assign specific users to work on the plan
Users need appropriate Plan module permissions to access plans
Plan Limits by Subscription
Different subscription tiers have varying plan limits:
Free Subscription Plan - 6 plans maximum
Backer Subscription Plan and above - Unlimited plans
Plan Organization
Structure and Sorting
New plans automatically appear at the top of your plan list
You can drag and reorder plans within the same company
Plans can be moved between different teams within a company
Your sort preferences are saved per user
Plan Status
Plans can have different statuses:
Open - Active plans you're currently working on
Completed - Finished plans for reference.
Completed plans are still editable and can be converted back to Open.
Next Steps
Once your plan is created, you can:
Add plan items and tasks
Customize columns and fields
Set up filters and views
Collaborate with team members and clients