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  1. vPlan Support EN
  2. Setting up vPlan

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)
  • Add activities (3/7)
  • Create resources (4/7)
  • Create a plan board (5/7)
  • Invite your colleagues (6/7)
See all 7 articles

Configuration

  • Plan board: Add a new plan board
  • Plan board: Configuration
  • Plan board: Set working days
  • Plan board: Manage Labels
  • Plan board: Additional fields
  • Plan Board: Adding Checklists
See all 17 articles

Automations

  • Automatically archive cards
  • How do automations work?
  • Set up notifications based on added labels and status changes
  • Set up notifications for plan dates and due dates
  • Automatically add checklists to your planning
  • Move cards automatically from plan board to plan board
See all 23 articles

General settings

  • General settings

User management

  • Create account
  • Create users
  • Invitation procedure: new user
  • Let users see their own cards only
  • User Roles

Subscription management

  • Try vPlan 14 days for free
  • Subscribe to vPlan
  • Types of subscriptions
  • Change your payment details
  • Change subscription form
  • Termination of Subscription
vPlan Support EN
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