Setting up vPlan
Do you want to quickly learn how to optimally set up vPlan and make it work within your company? Have a look further!
Getting Started
- Introduction (1/7)
- The basics of vPlan (2/7)
- Create activities (3/7)
- Create resources (4/7)
- Create plan board (5/7)
- Invite your colleagues (6/7)
Configuration
- Plan board: Manage
- Plan board: Configuration
- Plan board: Set working days
- Plan board: Manage Labels
- Plan board: Additional fields
- Plan board: Manage access
Automations
- How do automations work?
- Move cards automatically from plan board to plan board
- Automatically plan cards moved from plan board to plan board
- Automatically add activity when card is created in a stage
- Automatically add resource when an activity is selected
- Set automatic expiration date based on the date you created a card