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Managing Your Plan Page
Managing Your Plan Page

Plan Page, Plan Subtab, Plan Feature, Scale Plan, Scale Tier, Upgrade

Beatty W avatar
Written by Beatty W
Updated over 3 years ago

::Note:: This feature is only accessible to anyone with the owner role

1. You can find the Plan subtab under the Jobs tab from the top of the screen after you have upgraded to the Scale plan

2. You can easily navigate your team's workload for jobs or tasks that are overdue, due this week, due next week, and due in 2 weeks on the left section. You can also show an indicator of how many hours are budgeted for each person to complete their jobs or tasks.

3. You can also view a progress bar of how far along each team member is with their workload

4. You can see the specific jobs or tasks that are overdue, due this week, due next week, and due in 2 weeks on the right section for each team member

5. You can also click on any of the job's name to go into their job's profile or click on any of the clients' names to go directly to the client's profile

🎂And now for the icing on the cake🎂

6. You can even drag and drop jobs or tasks en masse to change their due dates or assign them to a different team member

a. Hit the Command button on your keyboard to make your selections if you have a MacBook

b. Hit the Control button on your keyboard to make your selections if you have a PC

Related Articles: Upgrading to Scale

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