🔧 Steps to create your plan
Below you'll find the steps to follow ⏩
1. You can start by adding your plan in the Plans tab on the left menu bar and then "+ Plan".
2. Choose the name of your plan.
3. Click on the Designer tab on the left menu bar.
4. After that, you can create your rules to use them in your plans' configuration
5. You can start by creating your filters
6. You can then create your variables using functions and keywords, filters, other variables, links , fields and properties. You can find them in the tabs of the designer.
7. You will also need to create your quotas that will be used in the formulas.
8. The next step will be to design your plan using the rules, the variables and quotas as KPIs and the filters for the fields to display and then assign people to the plan.
9. In addition to that you can create teams and to assign people to these teams. A person can be assigned to as many teams as needed.
