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Templates of personal plans

Personal plans can be assigned to users according to previously created templates.

A button for switching to the list of templates in the menu Task management - Personal plans.

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The Templates of personal plans page displays a list of previously created templates, and the following buttons are available:
(1) - New template creation;
(2) - Template editing;
(3) - Template structure editing;
(4) - Template deletion.

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Creating a template for Personal plans #

To create a template for Personal plans you need to:

  • switch to Task management - Personal plans
  • switch by the button to the list of templates

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  • press Add button

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  • specify the Title (1) and Description (2) for the new template. You can also use the automation rule in the assign mode (3)

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Tasks that are used in Personal plan templates can be sorted using the Up/Down buttons.

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Assigned tasks on the template will be displayed in the user's PDP in the same sequence as they were displayed on the template itself

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Assigning Personal plans by template #

The assignment of Personal plans templates is available to the administrator under Task management - Personal plans.

To assign a template to a group of users you need to:

  • select users - mark the check boxes in the table;
  • press the Add by template button;

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  • select the name of the template from the list;
  • press the Save button.

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To assign a Personal plan template to a single user you need to:

  • Switch to the Personal plan;

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  • press the Add by template button;
  • select the template;
  • press the Save button.
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