Configure the Planner to better fit your mobility needs! ✈️
There are two ways to edit a Planner template! A quick way is to open a plan and select "...".
From there, you can select the option "Edit Template". This will open the Planner Settings.
Another way is to access the Case Type Settings via the drop down menu.
Next, select the 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 Planner configuration. Changes you make will only apply to the move type you choose!
Adding phases and steps
To add a new phase or step, click on the "+" icon. 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.
