Adding Planned activities from the planboard
You can add planned activities directly from the plan board for a faster, more visual planning experience.
Procedure
1. Move your cursor across the planboard, a tool tip shows the date you are hovering over.
2. To create a planned activity on that date, right-click to open the context menu and click Add planned activity.
A pop-up appears showing an icon for the activity type and the selected date. You can adjust the date if needed.
3. Click Save to create the planned activity and close the pop-up.
The plan board will refresh automatically so the new activity is immediately visible.
 | If you don’t have permission to add planned activities, the option will appear greyed out in the context menu. |