Individual Plan Pages
This lesson gives an overview to the different elements of the plans page, and explains how they can be used.
On the left
- The Songs, Media and People tabs can be used to click and drag elements or people to your plan
- This area is the Times box. It allows you to edit your current dates/times and add new ones.
- The categories that are scheduled in this plan are: Audio/Visual 11AM, Tech 9AM and 11AM and Vocals. Each category can expand (as shown with Vocals) and then show the positions and people scheduled to them.
- To schedule people to this plan click on the 'Schedule a person' button, to email scheduled people their notifications click on the 'Email these people' link, and to set up needed positions click on the 'Needed positions' link.
In the center
- Add series artwork, your series title and plan title here.
- Change the times displayed in your plan here
- To edit any of your plan elements, hover over them and click on the pencil icon, delete them with the red circle, leave a comment by clicking on the talk bubble or jump to a song arrangement by clicking on the music note
- Add plan items by clicking on the green plus icons. There's also one in the upper right corner (see below).
On the right
- Edit the settings for this service type by hovering over the gray bar at the top and clicking on the gear icon (only administrators will be able to do this).
- Create a matrix from here, import a template or print a report of this plan.
- Add a plan item, rehearse your songs, load Planning Center Live or share this plan from here.
- Choose which item note columns are visible here (like the Vocals above).
- Quickly view any item notes or attachments by hovering over the boxes to the right of them. Gray boxes are attachments, and blue ones are notes.