Admin User

Touchplan users who facilitate meetings with their teams and are 'Admin' users in their project

Michael Sullivan avatar Carly Griffin avatar Jason Lyon avatar +2
32 articles in this collection
Written by Michael Sullivan, Carly Griffin, Jason Lyon and 2 others

Admin User FAQ

Frequently Asked Questions regarding admin users
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Written by Sarah Cusack
Updated over a week ago

Importing Tickets into Touchplan

Import tickets from an Excel document into Touchplan
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Written by Sarah Cusack
Updated over a week ago

Add, Edit, or Delete Roles

Customize the Role names and colors for a project
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Add Project Members

How to invite new users to a project in Touchplan
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Written by Jason Lyon
Updated over a week ago

Add, Edit, or Delete a Phase Plan

How to add and delete phase plans
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Written by Jason Lyon
Updated over a week ago

Add, Edit, or Delete Variance Reasons

Customize a list of Variance Reasons to track on a project
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Add, or Edit Locations

Use locations to filter reports and clarify where work is happening.
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Add, Edit, or Move a Swim Lane

Use Swim lanes to visually highlight areas or disciplines of work in plans
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Written by Michael Sullivan
Updated over a week ago

Add Clickable Links in Custom Fields

Approve links to add in a ticket's custom fields
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Written by Sarah Cusack
Updated over a week ago

Enable Quantity Tracking in Custom Fields

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Written by Sarah Cusack
Updated over a week ago

Use the Active Line

Turn Pull Plans into Look Ahead Schedules or expand scheduling dates in the plan view.
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Written by Carly Griffin
Updated over a week ago

Glossary Terms for Admin Users

Touchplan terms that every admin user should know.
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Written by Sarah Cusack
Updated over a week ago

Attach Images to Touchplan Tickets

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Written by Carly Griffin
Updated over a week ago

Promise Work with Next Period

Adjust weekly Promise Period to pin down work and identify upcoming tasks
Lindsay Boyd avatar
Written by Lindsay Boyd
Updated over a week ago

Lock a Plan

How to set a plan to read-only mode by locking it
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Written by Jason Lyon
Updated over a week ago

Set the Plan Milestone Date

Set a plan Milestone to establish an overall goal in a plan
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Written by Jason Lyon
Updated over a week ago

Multi-Select Groups of Tickets

How to select a group of tickets
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Written by Jason Lyon
Updated over a week ago

Multi-Edit

Edit a large group of selected tickets in a plan
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Written by Carly Griffin
Updated over a week ago

Use Custom Fields

Use Custom Fields to track additional information in Touchplan
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Copy and Paste Clipboard

Copy and Paste tickets between plans in a single project
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Written by Carly Griffin
Updated over a week ago

Custom Role Work Schedule

Customize the work schedule for individual roles on a project
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Written by Jason Lyon
Updated over a week ago

Pin History

Visually see the Pin History across an entire plan
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Written by Jason Lyon
Updated over a week ago

Use Snapshots

Revert a current plan to a previous version or save a plan in its current form to restore later
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Custom Colors

Set new colors for roles or locations
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Written by Jason Lyon
Updated over a week ago

Project Overview

Use the Overview to see a birds-eye view of a project’s plan
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Written by Carly Griffin
Updated over a week ago

Use WBS Sync

Define the start and finish dates for each plan in Touchplan by identifying the phases in the master project schedule that need to sync.
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Written by Michael Sullivan
Updated over a week ago

Rally Point Access

Add and manage multiples user sign-ups using a Rally Point Access code
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Procore Integration

Link constraints directly to RFI's in a Procore account
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Written by Jason Lyon
Updated over a week ago

Customize Project Work Week

Identify project workdays to create a default schedule each week
Carly Griffin avatar
Written by Carly Griffin
Updated over a week ago

Video Chat in Touchplan

Use Touchplan video integration to run video call directly in a project
Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Setting up API

Set up Touchplan's API for your organization
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Written by Sarah Cusack
Updated over a week ago

Adding Touchplan Academy Certificate to LinkedIn

Add Certificates from Touchplan Academy Courses to LinkedIn Profile
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Written by Sarah Cusack
Updated over a week ago