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.

No, Plan doesn’t support external sharing of ongoing activities. To use Plan, all users need to have at least a basic user access.

Events can be definitely planned in Plan and it is the one use case for which Plan can be used for. But more from the organizational point of view when you are in the phase of preparing where the event will take place, who will participate in it, etc. If you would like to use Plan as a tool for already ongoing events – for example, to email participants, selling tickets, scanning QR codes at the event location – this is not supported by Plan.

Not as a proper project management tool with a gantt chart, critical path, resource management and so. Plan is more focused on creative co-operation and collaboration then a project management.

Plan is integrated with Place in order to let users select Place assets and creatives and display these in Plan campaigns and activities. According to user rights, each user can use and see in Plan activities specific Place assets which the user has access.

Part of the Papirfly product suite which helps user with co-operating on different projects – e.g. marketing campaigns. Users in Plan can organize themselves within multiple ongoing campaigns, assigns activities to specific users, set different workflows and collaborate together. Part of this product are also approval loops where users can comment or annotate different kind of materials in order to have it approved before it will be used in campaigns and activities.