Getting Started With PlanRight

Where to start - using PlanRight for the first time

• Introduction - where to start?
• Signing up and logging in with Xero
• Setting up your first PlanRight trial
• How to navigate through PlanRight
• Guide to picking your first sync mode

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Getting started - using your Schedule

• Schedule Introduction
• Planning jobs and assign tasks on the Schedule
• Task data deep dive - how do tasks work?
• Understanding Schedule capacity

Connecting to WorkflowMax/Xero Practice Manager.

• How to connect to WorkflowMax/Xero Practice Manager
• Plan in PlanRight
• Plan in WorkflowMax
• The First Sync
• Sync Modes

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Setting up your team

• How to get to the user page
• The user page
• How to change working hours and days
• How to edit expected productivity

Setting up groups

• Setting up groups

Using groups

• Using groups to see your capacity
• Using groups to plan jobs

Solving capacity problems

• Solving capacity problems
• Extending the deadline
• Giving the task to someone else
• Splitting a task between staff members

Using the tasks page

• Using the tasks page

Updating Tasks & Logging Time

• The Edit Task Modal
• Logging Time
• Updating Task Status
• Adding Reminders
• Adding Notes

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Cheat sheet

• Connecting to WorkflowMax/Xero Practice Manager
• Setting up your team
• Planning a job
• Setting up groups
• Solving capacity problems

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