How do I add a new Variance Reason?

Click into a phase plan and select "Settings" on the left-hand toolbar. Select "Variance Reason", click "Add a New Variance" and click "Save" when done.

How do I add a new Swim Lane?

Click into a phase plan and select "Plan Actions" in the top right-hand corner of your screen then click "Add Swim Lane" from the dropdown menu.

How do I lock a Plan in Touchplan?

Click the triple dot dropdown menu on the phase plan view and select Lock plan. Or open a phase plan, click "Plan Actions", and select "Lock Plan".

How do I add a new Phase Plan?

Click "+Plan" in the top lefthand corner of your phase plan list and enter the Phase Plan name. Select "Save" and the Phase Plan will be added to the Phase Plan list.

How do I add a Project Member?

Click the triple dot dropdown, select "Members", and "Add a Project Member". Open a phase plan and select "Members" from the left-hand side and select "Add a new Project Member".

How do I move the Active Line?

Click into a phase plan and either click and drag the active line to the right over a group of tickets on the right side of the plan or single-click on the active line and select a date from the pop-up calendar.

What happens if I invite someone and they don't receive the automated email?

Direct any new users to Touchplan.io where they will select Log-in and then click "Create a New Account" with the email you invited them with.

How do I move a swim lane?

Click the name of the swimlane to open the editing window. Click and drag the swimlane to move vertically on the screen. Select the gray bars on the top and bottom to adjust the height of the swimlane

How do I edit a swim lane?

Click the name of the swimlane to open the editing window. Here you can change the name, color, size, and position of the swimlane.

How do I delete a phase plan?

Click the triple dot dropdown in the corner of your phase plan list and select "Edit", then press "Delete".

How do I change the Promise Period days?

Zoom into the plan view until you see white arrows on the side of the blue-shaded area. Then click and drag the white arrow to establish a 7 day week following your weekly meeting cadence for weekly planning commitments.

How do I add a location?

Click into a phase plan and select "Locations" on the left-hand toolbar. Select "Add a new Location", provide a name, color and click "Save" when done.

How do I edit a location?

Click into a phase plan and select "Locations" on the left-hand toolbar. Click any location to edit the name or color and click "Save" when done.

How do I add more Role colors?

Click into a phase plan and select "Roles" on the left-hand toolbar. Click "Edit Role Colors" at the top of the menu and then "Add Role Color" to add new colors to your Role color list.

How do I add more Location colors?

Click into a phase plan and select "Locations" on the left-hand toolbar. Click "Edit Location Colors" at the top of the menu and then "Add Location Color" to add new colors to your Location color list.

How do I change the color of the swim lane?

Click the name of the swim lane to open the editing window, then select the drop-down menu next to the swimlane name to select a new color and click "Done" once complete.

How do I change a specific roles work schedule?

Click into a phase plan and select "Settings" on the left-hand toolbar. Select "Role Work Schedule" and "Add a New Role Work Schedule" to turn workdays on and off for specific roles.