The “Plans” section is the area where you can manage all the plans you have created, are creating, and will create. It has been separated into three sections to help you remain organized; templates, all plans, and drafts.
The Template section is a place you can keep all the plans you use on a regular basis for easy access. You can mark a plan as a template by clicking on the star above the plan name when in the “Information” step of building your plan. The purpose of a template is to allow you to make a copy of a plan and avoid starting from scratch every time. To clone a plan, simply click on the three dots to the right of the plan and select “Clone,” this will create a copy of said plan.
Temps de lecture
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