🗃️Creating Plans from the Web-App

How to create plans from the Web-App

See how to create it from the Add-In here.

  1. Click on "New Plan"

  1. Add the name, from which existing plan you want to copy the plan from, where to copy it to and add a description

  1. Click Save

  2. Success - you should see the new plan in the folder you saved it in

  3. Open the plan in Excel by clicking the "Excel" button on the right

I could not save a plan. What could have happened?

  • We are currently working on a fix for allowing apostrophes or quotation marks. Remove any special characters in the mean time and try again.

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