A planboard is the place to plan and track your work. You can design the board flexibly based on your process.

First, create a planboard. When you click Settings, you will find the Boards section. Click the green Add board button in the upper right corner. Give the planboard a name (for example, the name of your company or product). Click Save at the bottom to create the planboard. There are five parts to setting up the planboard: settings, stages, statuses, capacity and automations. This Getting Started guide explains the first three parts.

Here you can adjust the workdays of your company. The selected days are available by default for planning in your board. For certain actions, such as splitting cards, only available days are considered.

You can set a specific date as unavailable in the board, such as holidays. Choose here which view you are working in to read how to make a specific day unavailable in the board. Through preferences, you can decide whether to show or hide unavailable days in your board.

Within vPlan, it is possible to assign labels to your cards. For example, you can give orders with high priority a red label, so it is clear to your entire company that this order has priority.

You can easily create labels by clicking on the green button "Add Label". A window will appear on your screen. Here you can choose the color for your label and give the label a name. Once you have given your label a name and color as described above, click "Close". Your label is now saved and ready for use!

Within vPlan, besides the title and description, you can add extra information to your cards. Do you want to add a batch number, dropdown menu, or phone number to your cards? You can create these here.

You set up extra input fields, which you can later use in your planning to record information. These fields are available in the web version of vPlan as well as the mobile app vPlan Go. To add an extra field, click on the green button "Add field".

Do you want to know exactly what types of extra fields are available? Read this article.

In your board, you can add standard, reusable checklists. These checklists can be used in your planning cards of vPlan. When you click on the green button "Add checklist", a new window will open where you can set up your checklist.

You have now set up a checklist. In this article, you can read how to use the checklist in your plan board!

In the Stages tab, you can set up your company’s process. Simply add a stage by clicking the green Add Stage button. Configure the stage using the General and Activities tabs.

In the General tab, choose a name, set the delay (in days), planning efficiency (%), and specify whether the stage is not dependent on other stages. You can also choose to display the capacity for this stage, which can easily be toggled on or off by checking the checkbox.

In the Activities tab, you get an overview of available and active activities per stage. You can link activities by checking them; once active, they can be assigned to cards in that stage. Activities can be linked to multiple stages, allowing cards to be moved flexibly between stages. If you want to unlink an activity, simply uncheck it or click the trash icon. This gives you full control over the planning and activities in your stages.

Changes can always be saved with the Save button, and existing stages can be deleted using the Delete button.

In the planboard, it is possible to manage statuses in the Statuses tab. When you use vPlan for the first time, by default there are 3 statuses, namely Open, In progress and Done. You can easily modify existing statuses by changing the name and/or color. A planboard should always have at least 2 statuses.

You can also add statuses yourself. You create a status by clicking the green Add status button.

When you have clicked the Save button, you can use these statuses in your board.

If you want insight into the capacity of your resources, set capacity to Resources, in the configuration of your planboard. Then go to the Capacity tab.

Click Add Resource to add new resources to the planboard. Search by employee name. Select the right employee(s) and click Close to return. The employee is added to the planboard.

You now see an overview where you can link the resources to the different stages. Select the stage the resource is working on, and enter the percentage of his or her availability. It is possible to divide the availability over several stages. If an employee works on one stage by default (100%), but can possibly be deployed on another stage, enter 0% for this stage(s). It is possible to move the capacity of this employee across these stages in the planboard.

At the bottom of the screen, click the Save button to make changes.

You now have the basics set up. You can start planning, but let's not forget your colleagues. Invite them simply and quickly, so they also see what needs to be done.