Manage Plans and Teams
  • 04 Jan 2023
  • 1 Minute to read
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Manage Plans and Teams


You can view and manage all the plans and teams in your workspace, all at one place! Click Plans and Teams from the left navigation pane, and voila, here it is!

Under the All Plans tab:

All Plans(1)

  • View all the plans and their details.
  • Recently viewed plans.
  • Create a new plan.
  • Search or Filter the plans view to display accordingly.
  • Mark a plan as favorite by clicking the star icon against it.
  • Click a plan to edit it from the Planner page.

Under the All Teams tab:

All Teams page

  • View all the teams and their details.
  • Recently viewed teams.
  • Create new team. (See Working with your Teams)
  • Search or Filter the teams view to display accordingly.
  • Mark a team as favorite by clicking the star icon against it.
  • Click a team to edit it from the Teams Home page.

Under the All Focus Areas tab:

  • View all the focus areas in the workspace.
  • At-a-glance view of the focus area, its health, number of plans its associated with, and the count of objectives under it.
  • Search for a focus area or filter them by plans.
  • Click a focus area to see its details (See Add Focus Areas to your Plan)

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