Viewing Your List of Plans

From the Plans Manager, you can view the complete list of every plan available, as well as a description to assist when determining which Action, Listing or Closing Plan to apply. The Plan Manager's four tabs help to keep your plans organized. You can set the default tab that appears each time the Plans Manager is opened in the Settings area.

To view your list of plans:

1. Open the Plans Manager screen. How?

   • From the Main Menu bar, go to Calendar > Plans Manager.

2. Click the tab that contains the plan you want to work with. There are four tabs available:

   • Favorites: Displays all plans with a favorite status.

   • System: Displays all default plans. Unlike personal plans, default plan activities cannot be added, edited or deleted. However, you can create personal copies of the default plans.

   • Personal: Displays all personal plans you have created. You can add, edit and delete personal plan activities.

   • All Plans: Displays all system and personal plans.

3. Reorder the table contents by clicking the corresponding column heading.

4. Display a specific plan type by selecting an option from the Show drop-down list.