FAQ

Yes, you can set which user groups or specific users will be part of each local unit. You can then let these users only operate within their locality. You can also aggregate local data for the managers which can have a birds-eye view on all ongoing activities under a specific country, region, or a different local area.

Approval loops are pushed from approval projects which sit next to campaign planning but it is not a direct part of them. But you can only display the approved material in your campaigns – this is an essential assumption of the whole co-op and approval processes.

From the project management perspective, there isn’t a regular gantt chart with marked dependencies of individual tasks. But there is a Plan timeline that is more focused on completing an overview of ongoing activities with greater emphasis on setting access levels for the various people involved in the process. In other words, in a Plan project, you can have members from multiple teams involved and each team can see or can operate only with specific campaigns or activities – this is all possible to set in the application.

You can use for example list view to get a better overview of all ongoing activities. You can also search and filter all ongoing activities according to specific values used in these activities.

Unnaproved materials are not possible to use in campaigns. Only fully approved material is published across the company – from this point, it is possible to use it in Plan campaigns.

Kanban board is not part of Plan for now. Plan offers two main project boards – timeline view and list view.

You can push material from Produce to an approval loop, in which the material will be checked and approved. Once the material is approved it is then stored directly in Produce for the rest of the involved persons. You can link Produce pages in Plan activities but it is not possible to display materials from Produce directly in Plan. You can push Produce material to Place and then connect the Place archive with Plan.

The event manager tool is much more focused on handling the event while it is taking place. Event manager is focused on collecting participants’ data and providing participants with event updates and personalized messages. Plan is more focused on the planning phase in which you can organize and prepare the event – control what activities have to be done before the event, distribute work across the organizational team, collect event-related marketing materials, and so.

Currently, it is not possible to use Plan as a part of the Point product pages. Plan is accessible as other products through the product toolbar.

You can assign a specific user to each activity or campaign to see who is responsible. You can filter by assigned users to get a quick overview of how many activities are assigned per user. But the application is not meant to be a regular resource management tool with advanced matters of workload control and reporting.