The Plan module gives you a place to reflect on your values, roles, and objectives; to check in and update your current progress and share status updates, and to look ahead at your week to evaluate and decide the most important things to focus on for the week to make progress on your objectives.
It is a place where you can create and organize the specific tasks you need to accomplish so you can achieve your objective or fulfill the key responsibilities of your role.
Navigation
Click the Modules menu in the navigation bar at the top of the page, and select Plan.
Weekly Plan
This page is where you add tasks to your objectives or roles. Any tasks you do not complete in previous weeks will automatically be copied over. The Weekly Plan page will default to the current week. You can also view and plan for the following week by selecting the next week. Your weekly plan is shared with your supervisor to review in your 1-1.
Learn more: Weekly Plan Overview
Weekly Calendar
On the left side, this page displays a list of the tasks for the current week which you've submitted on your Weekly Plan. Drag and drop the items from the left directly on to your calendar to schedule a specific block of work time. You can also drop items into the task buckets for each day to pull from as you work throughout the day.
Learn more: Using Your Weekly Calendar
Daily Calendar
This page displays your Task list, calendar, and Actions list so you can see at a glance what you have prioritized for the day and what you need to accomplish for the day. In addition, any Actions due that day or in the immediate future are shown, so you can be sure to factor those actions in to your day.
Learn more: Using Your Daily Calendar
Frequently Asked Questions: FAQ: Using Settings to Control Plan View