Configure your Plans to better fit your mobility needs! ✈️
There are two ways to edit a Plans template!
A quick way is to open a plan and edit the Plan from there.
To get started, go to Plans > Open a Plan > Click on "..." > Select Edit Template.
Another way is to access the Case Type Settings.
Click on your Profile Icon > Settings > Case Settings > Select a Case Type > Scroll down to Planner Settings.
Toggle the switches to enable or disable phases. You can also drag and drop to rearrange items in the same stage!
💡Note: Each case type will have a different Plans configuration. Changes you make will apply only to the move type you choose!
Adding phases and steps
To add a new phase or step, click on "+" . Enter the title of the phase and the steps under it.
Change the icon of the phase by clicking the icon and choosing from the wide range of icons available!
Removing phases and steps
To remove a phase or a step, click on "..." and select Remove.
