Create, edit, and delete a plan

How to create, edit and delete a plan?

Peter Nguyen avatar
Written by Peter Nguyen
Updated over a week ago

The core of your Qollabi lies within your plans. You'll need to create a plan first before you start creating your objectives and activities. Your plan will be the toolbox that contains all your objectives and activities.

Important: Only admins have access to this functionality in Qollabi.

πŸ“½οΈ You can find a video at the end of this article explaining more in detail how to create, edit, and delete a plan!

1. Create a plan

How do you create a plan?

  • Go to 'Plan' (on your left side, viewed top-down the third symbol)

  • Click on 'Create a plan' in the upper right corner

  • Fill in the plan name and, if you want, the plan description

  • Choose a color to recognize your plan

  • If you want, modify the initials

  • Done! πŸŽ‰

2. Edit a plan

In case you want to make changes to your plan, here are the necessary steps to do so:

  • Go to "Plan" (on your left side, viewed top-down the third symbol)

  • Click on the three dots in the upper right corner of the plan you want to edit/remove

  • Done! You can now edit the plan name, plan description, color, and initials

3. Delete a plan

The steps for deleting a plan are similar to editing a plan:

  • Go to "Plan" (on your left side, viewed top-down the third symbol)

  • Click on the three dots in the upper right corner of the plan you want to delete

  • Click on "Delete plan"

  • Check the two boxes to confirm that you want to delete this plan

Important: as you can see, when you check the boxes for deleting a plan, all data stored about this plan will be deleted, and this action cannot be undone.

πŸ“½οΈ Video explaining more in detail on how to create, edit, and delete a plan! πŸ‘‡

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