Knowledge base

Plan

Plan supports marketing teams and external stakeholders in their daily operations. From campaign planning, to submission reviews, and approvals of creative materials. Use Plan to keep people involved, run only approved campaigns and use correct materials

Plan is mainly split into two types of projects, Co-op projects and the Approval projects.

  Below you can find a selection of helpful How-to-Guide’s on Plan.

Co-op project How-to-Guides:

Co-op projects Plan

Change the duration of an activity

Co-op projects Plan

Change the parent activity of an activity

Co-op projects Plan

Creating a new activity

Co-op projects Plan

Deleting/removing an activity

Co-op projects Plan

Editing an existing activity

Co-op projects Plan

Expanding the overview to see more activities

Co-op projects Plan

Overview of Co-op projects

Co-op projects Plan

Viewing activity details

Approval project How-to-Guides:

Approval projects Plan

Changing/fixing material that requires to be changed

Approval projects Plan

Creating a new approval project

Approval projects Plan

Finding material that has been approved

Approval projects Plan

How to approve/reject material

Approval projects Plan

How to make a comment on material

Approval projects Plan

How to require material to be changed by the initiator

Approval projects Plan

Main users/roles for Approval projects

Approval projects Plan

Overview of Approval projects

Approval projects Plan

Overview of the Approval projects page