Plan Navigation
Plan Navigation enables the creation of a folder Hierarchy which can be set as a default structure, shared publicly or kept as a private view per user. This means that users can set up a structure to suit their own requirements.
Create a New Hierarchy
To create a folder hierarchy go to General Settings and click the "Create folder hierarchy" button
Name the folder hierarchy Select the structure, this can be selected by Date - Year or Quarter, or by Tag Categories
Select Private or Public hierarchy and Submit
View Plans
To view current plans, click on Select plan to view list of plans.
Global and Subsidiary Hierarchies
A Global Hierarchy can be created in General Settings and can be set as the Global default
A subsidiary can create an Organisational default in their Subsidiary General Settings - when a hierarchy is set as default on a Subsidiary level, this supersedes the Global default
Default setting - no hierarchy set
Until the first folder structure has been created and set, by default all plans will be listed in alphabetical order.
Archiving a Plan
Archived plans, when displayed will have an archive icon & will be greyed out. They are displayed along side open plans.
Who can do what?
Admins - Set default hierarchy for an organisation
Admins and Editors - Create a public folder hierarchies
Admins, Editors and Viewers - Create private folder hierarchies
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
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