Plans and Communications

Tasks

'Tasks' are a way to track all the items that go into creating a communication. It is accessed via the individual communication overview by clicking task at the top. Once 'Show Task' is clicked, it opens on the left hand upper side and gives an overview of the tasks for that communication. From here you can assign tasks either to yourself or other users. As tasks are completed you can change the status accordingly from: - To do: Task to be completed. - Doing: T...

Plans and Communications Filters

'Plans and Communications' filters allow you to filter the information you see on the 'Plans and Communications' page. Like all filters used in ICPlan, you can filter by any number of fields including Channel, Owner, Audience and Tag.

Creating and Editing Communications

Steps to create a new communication - To create a new communication go to the plans and communications page. Select "Create New Communication" from the top right-hand corner of the screen. Alternatively, you can scroll to the plan for which you want to create a new communication, click on the options icon and select create new communication. Fill the communication fields, further information below: - Plan: You must select which plan the communication sits within. - Business ...

Creating and Editing Plans

Plans and communications are the backbone of ICPlan and where all the data in ICPlan stems from. Think of plans as the parent folder, and communications as the children, specifically the activities that take place within the folder I.e a plan could be - Chief Executive Officer blog posts and a communication within that would be January CEO update. Steps to create a new plan - To create a new plan go to the 'Plans and Communications' page. Select "Create New Plan" from the top right-hand ...