Plan Navigation
Plan Navigation allows the creation of a folder hierarchy to display your list of plans in Mediatool, which can be set as a default structure, shared publicly, or kept as a private view for each user. This flexibility enables you to tailor the structure to your own or your team's requirements.
⚠️ Who can do what?
Admins - Set default hierarchy for an organization
Admins and Editors - Create a public folder hierarchies
Admins, Editors, and Viewers - Create private folder hierarchies
Create a New Hierarchy
Follow these steps to establish a new folder hierarchy:
Access Subsidiary Account: Go to any of your subsidiary accounts.
Find Folder with Your Plans: On the left side menu you'll find a folder with all of your plans. Click on it.
Initiate Creation: At the bottom right corner click on the "Create folder hierarchy" button.
Name the Hierarchy: Assign a name to your new folder hierarchy.
Select the Structure: Choose how to structure the hierarchy, which can be organized by Date (Year or Quarter) or by Tag Categories.
If you choose to include 'Year' in your hierarchy, you will have an additional option to choose 'Fiscal year'.
Set Privacy: Decide whether the hierarchy should be Private or Public.
Submit: Confirm and submit your settings to create the hierarchy.
View Plans
To view current plans, click on Select plan to view the 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.
Where can you find archived plans?
Archived plans, when displayed will have an archive icon and will be greyed out. They are displayed alongside open plans.
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.
Learn More
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