Plans – Templates and Exports

Introduction

When you have finished a plan, it is a good starting point for the next one. From the Plans page you can copy a plan or export its milestones. Both are part of the Professional Edition.

Using a plan as a template

Select a plan on the Plans page to expand it, then select [REPEAT]. Choose [COPY] to make a copy with the same dates, or choose an interval to move every date in the copy forward.

The copy is a new, independent plan. It has the same workstreams, milestones, actions and people as the original, and its name ends with "(repeat)". Milestones that were complete in the original are copied as green, so the new plan starts with the work still to do. Rename the copy and adjust the dates to suit.

Exporting a plan

Select a plan on the Plans page to expand it, then select [EXPORT CSV]. You download a CSV file with one row for each milestone, which you can keep or open in a spreadsheet. It includes the name, start and due dates, workstream, status, owner and comment.

Emailing and downloading a plan

These two are not limited to the Professional Edition. [EMAIL PLAN] sends a copy of a plan by email. [DOWNLOAD PLAN], in the footer, downloads the page you are on as a PDF.