Create Planning Card

When you create a Planning Card you can add it directly to an Event. If you do so you get a clear picture of which Events have or lack a planning. You can also create plannings without any connection to an Event.

There are three ways of creating a Planning Card.

Create a Planning Card added to an Event

You can add a Planning Card directly in the Event. In this way you get a clear connection to which Events have planned activities. When an Event has a Planning added you also see this directly in the calendar view of Events.

A view from Event calendar. It is clearly shown that the event Solheim cup has a Planning Card added.

To add the Planning Card directly in the Event, start by open the Event. Choose to edit it. At the bottom you click on Create plan.

To add a Planning Card in an Event you click on Create planning.

The Planning Card is now opened. Enter the information you want included and then click Add plan. You will now return to the Event. (If you want you can also add Assignment directly when you have the Planning Card opened.)

Click on Add plan and you will return to the Event.

Do not forget to click on the button Save changes in the Event. Since it is a change you just made on the Event, the Planning Card will not be saved until the Event is saved. When you have saved the Event after adding the Planning Card you clearly see how they are connected when you open the Planning Card.

You also see the connection in the Event. The plan is visible and you can open it by clicking on it.

In the Event you see your created plan

Create Planning Card directly in the calendar for plannings

Click on Add card at the bottom of the column for the date when the Planning takes place. If you choose to check in Post-it, the Planning Card is added to the list and you can later edit it and add more information. This is a quick way to get the Planning Card into the calendar without taking too much time for you. If you create it without selecting Post-it, the Planning Card is opened and you can fill in more details directly.

How to create a Planning Card directly in the calendar.

Create the Planning Card from the top menu

You can create a Planning Card via the plus icon in the top bar. This choice is good to choose if it is a plan that is in the future and you do not want to change the date in your calendar view.

How to create a Planning Card into the future.

When your new Planning card is opened you can put in more information about the Plan. You can also directly choose to add an assignment.

Click on Create plan to save it.

TIP One tip is to add metadata (for example Category as in the screenshot above) already on the Planning Card. If you do so, this information follows with both the Assignment and the Article automatically. If you added it to the Event, the metadata from the Event automatically follows to the Planning Card so you do not have to do it again.

The plan will get the unit that you are logged in as by default, but you can share your plan with other units you belong to, see the highlighted information below. If you choose to share it with more units, the assignment will also get all these units. If someone else than you create the assignment, the assignment will get the units the creator belongs to.

Connecting a plan to an event

If you create a planning without a connection to an event, you cannot add the planning to an Event afterwards. If you want the connection between the Event and the Planning Card you need to create the Planning in the Event.