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Reset the Current and Next Period in a Plan

Adjust the Weekly Current and Next Period in the plan

Written by Corrine Shuler
Updated over a week ago

How to reset the Current and Next Period:

  1. Clicking on the 'Next Period' across the top of the plan view will either open or hide this blue shaded-area

  2. Once the ‘Next Period’ area is open, click on the ‘Next Period’ column along the timeline and drag it left or right to adjust where the new dates within the column will be

    (Note: Moving the ‘Next Period’ will reset the ‘Current Period’, a message will pop up to confirm this reset)

  3. Select Remove to continue

  4. Click and drag the white arrows on the timeline to include/adjust the upcoming seven days if needed

  5. Zoom in until there is a Promise Now button at the top of the ‘Next Period’

  6. Click Promise Now to commit the tickets with black pins

  7. The ‘Current Period’ will now be the upcoming week of work and the ‘Next Period’ will shift over to the following week

Continue the weekly cadence of selecting 'Promise Now' each week in the ‘Next Period’ to lock in work each week. To learn more about commitment tracking with the Promise Period window, watch this video:

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