Plan Lab

TODO: update flow, app references and screenshots TODO: update flow, app references from PIZZA to EchoLogic and screenshots

Introduction

TODO: add here more about Plan

How to switch to Plan from Home Page

Step	Details	Additional Information
1	You can switch to Plan by either pressing "Let's go to Plan" button on its tile
2	Or you can always switch using the central app switcher on the top left of your screen
3	Or You can switch directly to Plan by using the button/link from What would you like to do today section

Demo Data or New Application with Sample Data

Setup Demo Data

You can use the pre-created Plan application from your Loop and add sampl data to it please follow this document to import Demo data into Plan.

How to create a new Application

If you want to create a new Application and do not want to use the pre-created application from your Loop please follow the instructions how to create a new Application with Sample Data.

Let's go with Plan

Select Plan application to use

If you have not set your default Plan application you will be provided with a screen with all applications you have access to.

or if you have created additional Applications then you will get a list

Set the provided app as default and presss "Let's go" to proceed.

Welcome Page for first time users

If you have logged in the first time into Plan you will get a Welcome Screen:

By pressing the button "Explore" a new page is shown which provides an Introduction to Plan and the used workflow model for the selected application:

Use Home Button to switch to Plan Home Page

Please use the "Home" button on the left sidebar to switch to the Home page for Plan.

This Home page will provide you some basic information and also the means to switch between Plan applications (My Applications Button on the right)

The explore options on this page will forward you to the Exploration page mentioned above.

Explore the technical worflow

Pressing the button "View":

will open a new view to the technical details of the used workflow for the selected application.

This view provides the used record types, fields, transition matrizes and more.

AI Assistant

AI Assistant integration setup

Check Member Access

AI Assistant Chat Dialog

Select the AI Assistant Icon from the Sidebar

Accept the terms of service

The AI Assistant Chat Dialog opens

Enter Now a prompt, you can use the example prompts, or enter your prompt

Click on the Next Button

AI Assistant Type of Output

Now select the type of Output you want. We will select Generate Action Items from the Applying Prompts page

This will generate a set of responses

Click the Select Button and select Break Down into Titles

This will convert the list of responses to a list with checkboxes:

Select a few you like from the list

AI Assistant Create Records from Responses

Click the Select Record Type Button to select Workitem from the list

In the next Dialog select the right Project and Workitem Type for example Project: Echologic and Type: Epic

Press the Create Records Button to get the Epics created.

A few seconds later all newly created records are now created

Press Done to finish using the AI Assistant

Work with Boards

Please follow these instructions to learn more about Boards.

Create and customize a new Project

Please follow these instructions to create a new Project.

Work with Queries

Please follow these instructions to show how to work with Queries

Integrations

Control/GIT/SCM

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Conclusio

Congratulations! You have finished the Plan lab and have got a short overview of its capabilities.

Go back to Introduction, Lab and Demo Overview or proceed with Next Lab

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