🗃️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.