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1. Spiritual F _ Professional Service Role Manager B ProServe Monthly Report Click te add new Big Rock F Role Trainer Complete User Training Ma Click te add new Big Rock F ree Product Developmen Product Research Click te add new Big Rock A Wife amp One on One time with Hust Click te add new Big Rock f Role Mother amp Flay With the kids Click to add new Big Roeck Page 17 PlanPlus Online System Training PlanPlus Online displays the Edit Roles page To edit a Role you can change the text in the text box next to role To edit a Big Rock you can change the text in the text box next to Big Rocks Edit your Big Rocks Edit a Role ROLES amp BIG ROCKS hat is the most important thingy can da this week in this Rola Role ofessicnal Services Manager FF Remove Big Rocks ProServe Monthly Report x Display Sequence h U Delete Save Close Window J Close Window fj Delete a Big Rock Delete an entire Role Click the X next to the big rock you would like to remove Check the Delete box to delete an entire role w Remember that deleting a Role will delete all of the Big Rocks associated with that role Page 18 18 PlanPlus Online System Training Schedule Your Goals When you have finished scheduling your Compass you can schedule your Goals 1 Clickonthe Schedule Goals Link PlanPlus Online Displays the Goals Page 2 Identify your2. Free iirial gt Enter your login information in the Account User Name and Password fields and click on go Remember passwords are case sensitive PlanPlus Online displays the Start Page Welcome Heather Everton S o Alerts Start Page Preferences Help amp Training Logout PlanPlus Online et 30 Home Planning Calendar Task p PlanPlus Online can help you focus on what is most important and accomplish your highest priorities This page of instruction will help you get your account setup for ultimate productivity Getting Started With PlanPlus Online A Setup Wizard Personal Preferences Manage Subscription Change Password Task Settings Calendar PlanPlus Online Auto Login top to create a desktop shortcut Click on the link below and drag itto your da Action SSS wor ESG Auto Login Video Planning Your Life Weekly Planning Mission Builder Goals Compass Daily Planning a Mobile Login Look forthe Free PlanPlus Online Shortcut app in the Android Apple and BlackBerry app stores Help and Training Visit Our support page to watch more videos search our knowledae base and much more Page 5 PlanPlus Online System Training 3 Click on the PlanPlus Online Auto Login link from the start page PlanPlus Online Displays the Auto Login Setup page Ses To create a desktop shortcut to PlanPlus Application click on the link below and drag it to your
3. HTML Edit Link 4 Plan Plus opens the HTML Editor to allow you to create your HTML note HTML Editor Es A I MS ome B EB Z U ae x x f t im i A S Lt OH CEVES Se JT aaa Sare Save And Gose_ Close 5 To open the Notes center in a new page click on the Pop Out icon x Daily Notes Center ADD NEW CF Click here to add a new note _ Page 29 29 PlanPlus Online System Training 6 To edit a daily note click on the note its self Click here te add a new note 1 17am Daily Notes can be managed Here A Daily Notes Center ADD NEW 4 7 PlanPlus will open the Note Editor From here you can edit the notes content Daily Notes archive O Open Daily Notes can be managed Here Content Tags Add New Tags C Delete this message Update Close HTML Edit Note Center 8 When you have finished editing your note click on Update 9 If you want to view your Notes Center click on the Note Center link in the Note Editor page 10 The Note Center allows you to see multiple notes at a time Please click here to enter text Notes View Calendar View 05 01 2013 Today 11 29am Edit Delete You can view Multiple notes inthis screen amp Daily Note Centers Tags Add New Tags Use comma to separate multiple tags Archive Open Add Note Search 1 6of2 05 01 2013 Today 1 170m Edit Delete Daily Notes can be managed Here Close
4. Su M Tu W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F Sa 1 s 2 3 4 5 6 1 2 3 4 1 7 9 10 11 12 13 5 67e8se910N 2345 67 8 14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 14 1 21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 22 28 29 30 26 27 28 29 30 31 23 24 25 26 27 28 29 30 Daily Tasks A Priority Tasks B Priority Tasks C Priority Tasks sd gd oe Unranked Vital Important Optional Click here to add a new Daily Task Click here to add a new Daily Task Click here to add a new Daily Task Click here to add a new Daily Task A A A A Follow up callto bad LL LL ill Lill Create Task Close Window From this page you can drag and drop tasks into their Priority buckets or to the calendar above to assign them to another date When you are finished click Close Window Page 28 PlanPlus Online System Training Lesson 4 Creating Notes PlanPlus Online allows you to create Daily Notes right on your home screen to help you stay more organized Follow the steps below to create amp prioritize your tasks 1 To add a note Click on the Click Here to add a new note link x Daily Notes Center ADDNEW 4 D Click here to add a new note 2 PlanPlus will open a new window with a text box to enter your daily note in Daily Notes Daily Notes Content HTML Edit Add Cancel 3 If you would like to add bullet points fonts or Pictures to your note click on the
5. Category of the appointment from the drop down list Status hd Category Professional Start Times E Mental Personal End Time Professional colv Social Reminder Manage Appo intmentC ategory amp This will change the display color of the appointment on your calendar 12 Select the Manage Appointment Category from the drop down list to customize the options here PlanPlus Online displays the Setup Option Values Page for Appointment Category Setup Option Values You are viewing updating the possible selection values for Appointment Category Calendar Key Display Name Description Inactive Color Default Body Fitness Body Fitness Fi O Mental Mental g O Persona Pesna JDS E o PF O Professional Professional a WS o Social Social a GS o Spiritual Spiritus S Eoo S S a W o E E a Mio D o L D e o O o D E o Submit 13 Enter the name of the Category you would like to add in the Key Field and the Display Name 14 Select a Color to assign to your category 15 Select a default category using the radio button on the Right side 16 To inactivate or delete a category check the box for the corresponding Category in the Inactive column Page 22 22 17 18 19 20 21 22 PlanPlus Online System Training Select the Type of the appointment from the drop down list Importance bd Type Cl i Dinner 7 AR Da
6. Notify C Owner Priority X Type Status X Complete lo O 100 Start Date Hr Due Date 2013 APR 29 mv O Master no due date Reminder O l None Crested 04 29 2013 1 Days Ago by Heatner Everton Last Updated04 29 2013 1Days Ago by Heather Everton Quick Note Mark as Complete i Save El Save amp Close X Delete aI When you have added the details needed click Save amp Close Page 26 26 PlanPlus Online System Training 3 Youcan marktasks as Normal Completed Forward Deleted Delegated or In Progress from the Task Pane on your Home page 1 p gt eiA Master ADD NEW 4 add new daily task Normal p call to John Doe f Completed Forward X Deleted Delegated In Progress 4 Youcan set the priority of tasks using the ABC123 method from the Task Pane on your Home page 1 lhe Master Bi pr add new daily task Al low up callto John Doe as AS B1 B2 B3 B4 BS C1 Page 27 27 PlanPlus Online System Training 5 You can transfer overdue tasks to today by clicking the transfer icon I YS oni Master C4 Transfer Overdue Tasks to Today amp Follow up call to John Doe 6 You can Open up the Quick Prioritize window by clicking the Quick Prioritize Icon s4 ER g Quick Prioritize y tasks A Follow up call to John Doe PlanPlus Online displays the Quick Prioritize page Task Quick Prioritize 4 April 2013 May 2013 June 2013 gt
7. Online Displays the Video Training screen PlanPlus Online Videos Training by Role Training by Feature Administrator Setup gt Back to Support Resources Video Help Training organized according to a user s role S Indicates User Role Exand All Collapse All Have an idea Suggest a Video 8 User Initial Setup A User Post Setup 8 User Planning 8 Manager S Administrator amp This will provide you with a self paced training that you can focus on the features that are most important to you as a user Page 4 PlanPlus Online System Training Lesson 2 Setup your Auto Login PlanPlus Online is designed as your daily planner all your task and appointments are available on your home screen The Auto Login feature allows you to you will want to be able to easily and quickly log into your PlanPlus Online account To setup your Auto Login use the following steps 1 Open the PlanPlus Online web site if necessary by entering www planplusonline com in the Address bar of your browser and pressing the Enter key PlanPlus Online displays the login page www olanplusoniine com ine Aut secure gl ytel com Q The Dismal Scientist 05 Cruise USADM I MobiOne FCTechTeam C Competitors J cycling C3 Car 4 gmail Phone PlanPlus Online SEA FranklinCovey NA oftware Home Products Feetures Resources About Us Watch Demo Video Now Manage your time achieve your goals live a balanced life ae ae ea
8. W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F 1 2 456 1234 7 86840 nN 1 133 8 0 7 8 8 Oniz 4 38 6 F 14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 28 29 30 26 27 28 29 30 31 23 24 25 26 27 28 29 30 lt mM i a 23 In the Key Info tab you can keep notes about the appointment or document an agenda or the outcome of the appointment Key Info Recurrence Agenda Outcome 7 Note A 24 In the Notes tab you can add individual notes and attach files to the appointment Note n Subject Content Attachment File Type By Read Reply Quick Note Title Detail G Attach File Add 25 In the Recurrence tab you can set up the appointment to reoccur daily weekly or monthly for a set of times Select the desired Recurrence information and click on Submit Key Info Daily Recur every h week s on Weekl Y l su nday Monday d Tuesday C wea nesday Monthly Yearly d Thursday d Friday d Saturday Range of Recurrence Start 2013 APR 29 ri nd After ho Occurrences 1 365 Page 24 PlanPlus Online System Training 26 Once you have added all of the details that are needed click on Save amp Close AF ml Weekly Sales Meeting Private O Delete O Owner Status Confirmed v Importance Important v Category Gadget Sales z Type Meeting v Start Time 2013 APR 04 2PM oo C A Day End Time 2013 APR 04 spm
9. desktop To create a shortcut for an iPad tap amp hold the link above and as the page is loading in your browser tap on the address bar and select to Add to Home Screen This will add a bookmark with your credentials to the home screen 4 Drag and drop the PlanPlus Online Auto Login link to your Desktop amp This will create an icon on your desktop that will automatically login to your PlanPlus Online account You will not be asked to enter your Account Name Username or Password to access your account amp If you change your password you will be required to set up a new Auto Login Page 6 PlanPlus Online System Training Lesson 3 Personal Preferences Setup Wizard The Account Setup Wizard allows users to configure their default settings for the application To complete the Account Setup Wizard use the following steps 1 Navigate to the Start Page then Select Personal Preferences from the Setup Wizard Personal Preferences Generals UI CalandarTask Setup Wizard All List View a Personal Display Name Heather Everton Info l First Name Heather MI Last Name Everton Email hsather planpluscrm com Phone 435 76d4 0674 Old Password Leave blank if you don t want te change your password New Password Leave blank if you don t want to change your password Retype New Password Leave blank if you don t want to change your password ind User Time Zone GMT 07 00 US Canada Moun
10. oo Reminder Oi 2013 APR 04 8AM oo None 04 03 1314 19pm Created By Jason HII 04 03 1314 46pm Last Updated By Jason HII Key Info Custom Field Note Agenda E ee Pe Note E Seve amp Close Window Page 25 9 the following tasks Follow Up Call to John Doe Al Priority Do Weekly Planning A2 Priority Review Training Docs B1 Priority Create Project For New Site C1 Priority Recurrence Weekly for 12 weeks PlanPlus Online System Training Lesson 3 Creating a Task Creating a Task Knowing what Tasks are most important will increase your productivity Soend less time sorting through long lists of TO DOs or paper checklists and more time accomplishing important objectives PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the A B C 1 2 3 system The Quick Prioritize Wizard provides a useful interface for drag amp drop Task Management based on day and importance Delegated Tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account No account is required for a recipient of a delegated Task Follow the steps below to create amp prioritize your tasks 1 Click on the add new daily task and type in your task name af fs Master SAVE EDIT 2 Click Save if your task is complete or click Edit to add details to your task Process steps trigger for Jeff Padgetts Private
11. PlanPlus Online Planner Edition User Guide 2223 PlanPlus Sine O FEY So www Pla KJ UU UA JA RA PlanPlus Online System Training PlanPlus Online Account Setup Unit Objectives Help amp Training Resources Setup your Auto Login Complete the Personal Preferences Setup Wizard Complete the Calendar Task Setup Wizard Create your Mission Statement Page 2 PlanPlus Online System Training Lesson 1 Help amp Training Resources In addition to your User Manual we have many additional Help amp Training Resources available to help you utilize your PlanPlus account to its fullest capacity You can access the Help amp Training resources through the link in the Top Right corner of your screen o Alerts ster Coge Pretere E aeran D i PlanPlus Online u Home Personallnfo Knowledge amp FAQs m Welcome Welcome to your support center Get support by choosing your a method below Webinars 7 Knowledge amp FAQs Attend one of our free webinars Need help with a feature A Check Frequently Asked Questions for answers to basic or have a question about using the program Webinars are questions or check our technical support F A Q s the way to go Videos _ Submit a case 53 Watch one of our training videos We ve created over 200 q fyou have billing questions or need technical support videos to teach you how to use the application gt open a case Note All billing questions should be dire
12. Window F Page 30 11 You can select Calendar View t Please click here to enter text Calendar View a May 2013 gt SMET HE TF Ss 1 R 5 87 a2 8 nh 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 12 In the Open tab you will see on Please click hereto entertext Notes View Calendar View Open 05 01 2013 Today 11 32am Edit Delete If you have any Open notes they will show up here 05 01 2013 Today 11 29am Edit Delete You can view Multiple notes in this screen PlanPlus Online System Training o notes from a specific day amp Daily Note Centers Tags Add New Tags Use comma to separate multiple tags O Open Archive Add Note Open arch D 1 60f2 05 01 2013 Today 1 170m Edit Delete Daily Notes can be managed Here Close Window fj ly your Open notes none of your archived notes b Daily Note Centers Tags Add New Tags Use comma to separate multiple tags Archive O Open Add Note Close Window D 13 In the Search tab you can search your notes for a specific word or phrase Please click here to enter text Notes Calendar View Search View Open a Daily Note Centers Tags Add New Tags Use comma to separate multiple tags Archive O Open Add Note Search Close Window D Page 31
13. ave amp Close Window Schedule Your Compass When you have finished reviewing your Mission Statements You can Schedule your Compass The Compass is an important part of your weekly planning it is a place you can outline you re significant roles in life and the most important thing we plan to accomplish within those roles each week 1 Click on the Schedule Compass Link PlanPlus Online Displays the Compass Page F Weekly Planning Review Mission gt Schedule Compass Schedule Goals gt Schedule Tasks gt lc lickto add new Role Week of 04 14 04 20 P L Rol Sharpen the Saw e Sun 14 Mon 15 Tue16 Wed 17 Thu 18 Fri 19 Sat 20 Role Clickto add new Big Rock 6am Physical Swork outdaily Social Bhave a party every day 70am MentallBread a book SpirituallBhave a drink a 8am Role Professional S list current strengths ofall team sem Clickto add new Big Rock 106m 2 Fillin the Sharpen The Saw section at the top Record an activity for Physical Social Mental and Spiritual to help you 3 Identify your important roles in life and list each as a separate role in your Compass 4 Ask yourself What is the most important thing can do this week in this Role Page 16 PlanPlus Online System Training 5 List your answer as your Big Rocks for each of your roles 6 Once you have defined your roles and Big Rocks you need to create appointments and tasks on your weekly calendar for each Big Rock Dra
14. cted here Powered by PlanPlusOnline 1 Click on Submit a Ticket PlanPlus Online Displays the Issue Resolution Screen FranklinCovey PlanPlus Software Issue Resolution Billing or Support Question ag Product a Account Name if PlanPlus Online First Name Last Name E mail Case Topic Greater Detail Screen Capture or File Choose File No file chosen ATTENTION Be sure to add Support FranklinCoveySoftware com to your email contacts to recieve a response regarding this issue This is critical Return to the Help Page Page 3 PlanPlus Online System Training amp If you ever run into a problem while using PlanPlus online you can click on Submit a Ticket to submit a case to our Technical support team This will help you keep track of any issues you have submitted and make sure they get resolved quickly ts You ll need to make sure you unblock or white list our email address support franklincoveysoftware com to ensure that you receive our response 2 Click On Drop into our live regularly scheduled Webinars PlanPlus Online Displays a schedule of upcoming webinars Select the webinar you would like to attend PlanPlus Online Displays the Webinar Registration page New User Set up All Editions Thursday March 21 2013 10 00 AM 11 00 AM MDT Show in my Time Zone 3 Click on Video Training PlanPlus
15. e Your Mission LIFE IS AN ONGOING PROCESS SO IS YOUR MISSION STATEMENT Over the years your circumstances will change Your priorities will Enrich your mission change Your goals and dreams will change That s okay because change means growth As you grow transform and broaden your gt View Saved Mission Statements horizons allow yourself the freedom to expand and refine your Create New Mission Statement mission statement Finish For now congratulate yourself on a job well done Tell your friends about your newly stated purpose in life Have us print your mission statement on a poster and refer back to it often The next step is learning how to live your mission Maybe it s easy but maybe it takes some guidance We re here to help Life is a journey And your mission statement is your map Page 13 PlanPlus Online System Training PlanPlus Online Core Actions Make it a Habit Unit Objectives e Weekly Planning e Schedule Calendar Appointments e Create Tasks The PlanPlus Online Core Actions are the fundamental navigation basics for any user to start using their PlanPlus Online account Once you have mastered these Core Actions using PlanPlus Online will be simple Page 14 14 PlanPlus Online System Training Lesson 1 Weekly Planning The Key to the ability to change is a changeless sense of who you are what you are about and what you value Stephen R Covey Over the years your circ
16. g amp Drop your big rocks to your calendar to create an appointment or to your Daily task list to create a task Weekofo4 15 04 21 P gt ctickto add new Role a L Role Sharpen the Saw Click to add new Big Rock Physical ee ne ron min Sociall Social Call sisters MentallBMental Read CRM article Spiritual Spiritual attend Church Bias L Role Professional Services Manager s ProServe Monthly por Clickto add new Big Rock L Role Trainer S Complete User Training Mar Click te add new Big Rock S Role Product Development 7 E e Product Research E Click to add new Big Rock 4 Role Wife S One on One time with Husbe Clickto add new Big Rock L Role Mother S Play With the kids Click to add new Big R amp gk L Role Boxing trainee 8 Heavy bag workout Clickto add new Big Rock Subject Subject Subject ABC Subject ABC Subject ABC Subject Role 1 2 marathon runner lay Post Youtube Post Blog Article to video to FB FB Ss Distance Training Run Send Power User Clickto add new Big Rock invite uw x nA 1 To edit or remove a Role or a Big Rock you can click on the edit Pencil icon next to the role Click te add new Role A ole Sharpen the Saw Click te add new Big Reck Pysical Elliptical Trainin B nin Social Social Call sisters Mental Mental Read CRM articl A attend Church Services Physical
17. goals that align with your Mission Statements and Compass 3 Define the steps you will need to take to accomplish your goals 4 Assign deadline for each goal step to make sure you stay on track to accomplish your goal 5 Once you have defined your Steps for your Goals you need to create appointments and tasks on your weekly calendar for the steps you need to accomplish this week Drag amp Drop your Goal Steps to your calendar to create an appointment or to your Daily task list to create a task Week of04 15 04 21 P Subject PeEditGoals Deadline Clickto add new Goa Goal Get Personal Training Certification Research Accredited 2013 APFI Save Tuition Money Getin Physical Shap Register for Online Purchase Study Guide Complete Personal Tr Take Personal Traine Clickto add new Step 2 30p 3 30p untitled event Subject Subject ABC Subject ABC Subject ABC Subject ABC post V tn Ai Post Blog Article to video to FB FB 31 Send Power User invite N x lt N T a Page 19 PlanPlus Online System Training Lesson 2 Utilizing the Calendar Appointment Access PlanPlus Online is designed as your daily planner Your home page displays all of your the Home Page tasks and appointments By utilizing the calendar and planning your day you will become and point out more effective and save yourself a lot of time Monthly ee Vas 1 Click on the Calendar where you would schedu
18. il address below Reminder amp Alert Delivery Method Application Message amp Alert Delivery Method O send to my email address below O Both Application Message amp Alert and Send to my email address below Delivery Email keith planplusonline com Submit 9 Enter your email address if you selected email Alerts 10 Click Submit Plan Plus will save your changes and return to the Preferences Wizard Page 8 PlanPlus Online System Training Lesson 4 Calendar Task Setup Wizard 1 Navigate to the Calendar Task Link PlanPlus Online displays the My Profile page of the Account Setup Wizard Personal Preferences General U Calendar Task StartPage All List View n 0f i Of Explanations Q Please configure your preferences regarding to Calendar entities Turn O ZA Calendar Time Zone GMT 07 00 US Canada Mountain w Hour Range 8 00 M 18 00 M Scroll to Current Hour Default Day Week Month View 5 Day View M Selectthe beginning day of your Sand 7 day A J gt O Saturday Sunday O Monday calendar 12 24 Hour Display Mode 12 Hour Display O 24 Hour Display Display Reference Snapshotin Edit Mode O Yes No Daly Agenda PlanPlus Online allows you to receive an email or text notification of all your scheduled appointments Please select the time of day and method you would like to receive the Daily Agenda E Mail Send every morning in yourtimezone Do Not Send M b Test Settings Fi Mobile Ph
19. l other default task settings 12 By default PlanPlus Online sends an email to another user when you assign him or her a task If you do not want to send this email click on the Do Not Send Email option for the When assign Task to others field 13 By default PlanPlus Online shows delegated tasks in your Daily Tasks list If you do not want to show delegated tasks select the Hide option for the Delegated Tasks field Page 10 10 PlanPlus Online System Training Lesson 5 Create a Mission Statement You have a purpose in life You know in your heart what s most important to you In fact your mission and values are expressed every day by how you live you just may not realize it We re here to help you find the right words to put that mission down on paper Our Mission Builder exercise can help to add focus direction and a sense of purpose to your daily decisions The wizard will take you step by step through the process of creating a unique personalized Mission Statement to guide your life Personal Mission Statement This introspective path to creating your mission statement asks thought provoking questions that help you uncover your core values and highest Goals Family Mission Statement This process will help unite your family around a common sense of purpose and mission You ll strengthen your children and family members in a turbulent world Team Mission Statement Follow this guide to create a mission statement for y
20. le your Appt Appointment PlanPlus displays an entry form to quickly enter the name of your appointment Q 1 5 7 x ADD NEW 8 07 a Create an Sun 31 Mont Tue 2 Wed 3 Thu 4 Fri 5 Sat 6 Appointment aon named Weekly Sales Meeting Fam With the following Information Date Thursday of this week Start Time 2 00 2 If your entry is complete and you don t wish to add details you can click Save If End Time 3 00 you would like to add details to your appointment click Edit Details Recurrence PlanPlus Online displays the Appointment Detail Page Weekly for 12 weeks Weekly Sales Meeting Private Ll Delete OJ Owner Status bd Importance Category v Type Start Time 2013 APR 04 Ni sam v oo O Al Day End Time 2013 APR 04 EN sam m 00 v Reminder O an None 04 03 1314 19pm Created By Jason HII 04 03 1314 19pm Last Updated By Jason HIl 3 Select a Status of the appointment from the drop down list Status X Cancelled Category 5 g y Confirmed Finished Start Time Open iv oola Scheduled Tentative End Time ES n l ool Manage AppointmentStatus Reminder O c Page 20 20 4 Selectthe Manage Appointment Status from the drop down list to customize the options here PlanPlus Online displays the Setup Option Values Page for Status Setup Option Values Key FINISHED O CONFIRMED canceLLED TENTATIVE OPEN SCHEDULED N n AAA Di
21. one QJ Task Pe oe ea DR Cr ee A A EE SR 7 y A TETRAN f ye By default all tasks with an A priority will be sent to you each morning If you m rk the notify check boxin the Task Detail those tasks will also be included in your Daily Notification E Mail Send every morning in your timezone Do Not Send M p Test Settings F Mobile Phone When assign Task to Others Send Email Notification O Do NotSend Email When showing tasks for an entity Show All Tasks O Show Open Tasks Only Delegated Tasks show O Hide Submit amp This is the page where you will configure your calendar defaults and your daily agenda and task notification preferences These settings affect your account only other users in your organization are not affected by the changes you make here 2 Configure your default calendar settings by choosing your Time Zone Hour Range Default Calendar View Default View and 12 24 Hour Display Mode amp PlanPlus Online can notify you of your scheduled appointments each day by delivering an application message an email or a text message to your mobile phone 3 To configure the Daily Agenda notification settings click on the Send every morning in your timezone drop down menu and click on the time of day you would like to receive the notification Ifyou do not want to receive a notification leave the setting as Do Not Send 4 Select the check box for the method s you would like to use to receive
22. our team A clear mission statement can build unity purpose commitment and clarity of vision all of which are vital to your team s success Discover your Values We have provided a quick exercise to help you discover your values and principles You ll type the first response that comes to mind and create a list of what your values are Page 11 11 PlanPlus Online System Training To Create your Mission Statement use the following steps 1 Navigate to the Planning Tab 2 Select Mission From the sub menu PlanPlus Online displays the Mission Builder page PlanPlus Online 2 Tu LIVE WITH PURPOSE Build yours now 3 Click on Build yours now and select Personal Family Team or Your values PlanPlus Online displays the Mission Builder page P aaa m Mission Statement Builder STEP 1 PERFORMANCE 1 1AM AT MY BEST WHEN 2 AM AT MY WORST WHEN Co Shop for journals posters and more personalized with your mission Click here 4 back next gt 4 Answering the questions to build your Mission Statement When you have completed each question click Next to move to the next question Once you have completed all of the questions in the mission builder you will have the beginnings of a mission statement Page 12 12 PlanPlus Online System Training 5 Click on Edit to continue to revise your mission statement until you feel it reflects what you live for PlanPlus Online displays the You
23. r Mission BUILD A MISSION STATEMENT MISSION STATEMENTS MISSION STATEMENT STORE Mission Statement Builder Progress 1 2 3 4 un o w oO wo 10 Your Mission Live Your Mission YOU VE DISCOVERED YOUR MISSSION NOW LET IT GUIDE YOU You now have the beginning of a mission statement built on a foundation of your values You have more clarity into you wan be andto do in your life You can also start to detect the values and principles upon which your life is based You can continue to write and revise your mission statement until you feel it reflects what you live for You could also try going thr Freewrite section of this site to help you refine your mission and values or you could visit the Get Inspired section for more ideas am at my best when will try to prevent times when will enjoy my work by finding employment where can will find enjoyment in my personal life through will find opportunities to use my natural talents and gifts such as can do anything set my mind to will My life s journey is will be a person who My most important future contribution to others will be 6 When you are finished click Save then click Next PlanPlus Online displays the Live Your Mission page 7 Click on Finish to Save your Mission Statement BUILD A MISSION STATEMENT MISSION STATEMENTS MISSION STATEMENT STORE Mission Statement Builder Progress 1 2 3 4 5 6 7 8 9 10 Your Mission Liv
24. sion Detail page Mission Value Detail PERSONAL MISSION A ein I am at my best when will try to prevent times when I will enjoy my work by finding employment where can I will find enjoyment in my personal life through will find opportunities to use my natural talents and gifts such as I can do anything set my mind to will My life s journey is will be a person who My most important future contribution to others will be I will stop procrastinating and start working on I will strive to incorporate the following attributes into my life I will constantly renew myself by focusing on the four dimensions of my life Page 15 PlanPlus Online System Training 4 Click on Edit to revise your Mission Statement PlanPlus Online Displays a Pop up window Mission Statement Editor Mission PERSONAL MISSION Description PERSONAL MISSION lamat my best when P I will try to prevent times when Iwill enjoy my work by finding employment where I can Iwill find enjoymentin my personal life through Detail I will find opportunities to use my natural talents and gifts such as tall f i i l can do anything set my mind to I will My life s journey s I will be a person who My most important future contribution to others will be Display Sequence LT Delete Sove Seve amp Close Window Close Window 5 Make any changes needed then click S
25. splay Name Finished ssid Confirmed Cancelled sid Tentative Open Scheduled 1 rr C CO 1 PlanPlus Online System Training Closed Status 0000 A Inactive BOB O 0 0 0 0 0 0 0 update 5 Enter the name of the Status you would like to add in the Key Field and the Display Name 6 Toinactivate or delete a Status check the box for the corresponding Status level in the Inactive column If this status is a Closed Status check the box for the corresponding Status level in the Closed Status column 7 Select the Importance of the appointment from the drop down list Importance Critical Type Important Low CI All Day a Medium Manage Importance 8 Select the Manage Importance from the drop down list to customize the options here PlanPlus Online displays the Setup Option Values Page for Importance Setup Option Values You are viewing updating the possible selection values for Appointment Importance Calendar Inactive Key Display Name Description lama eric 1 o IMPORTANT OS o LOW Low oo S g sem Medium Oo sd Ld 1 a D E D 1 a nn ni Po a 7 Cd DJ a Cd 7 a Submit Page 21 21 PlanPlus Online System Training 9 Enter the name of the Importance level you would like to add in the Key Field and the Display Name 10 To inactivate or delete an Importance level check the box for the corresponding Importance level in the Inactive column 11 Select the
26. tain Interface Language English iia Session Inactivity Timeout Never Timeout hal Flash Chart Yes without animation it Side Bar Enasle Disabla User Selection Popup Window 5 Dropdown Menu Display Log Entries Descending D Ascending Table of Lines Per Page 20 w of Extra Lines 5 KA F Other Please note thatthe links inthis section will navigate away from this page Please submit your changes first Reminder amp Alert Delivery Method Submit 9 If PlanPlus Online displays an announcement page click on the Continue button at the bottom of the page to access the Account Setup Wizard 2 To edit any of your personal information update fields in the Personal Info section 3 To change your Display Name enter a new username in the Display Name field 4 Tochange your password enter a new password in the New Password and Retype New Password fields 5 Make any necessary changes to the USER INTERFACE 6 When you are finished click on Submit 7 After you have submitted your changes you can click on the Delivery Method Link for Reminders and Alerts Page PlanPlus Online System Training 9 This link will Navigate you away from the Preferences Wizard 8 Select the radio button corresponding with the type of alerts you would like to receive You can choose Application Message amp Alert Send to my email address below or Both Application message amp alert and Send to my ema
27. the notification Page 9 PlanPlus Online System Training 5 E salsa Pm kr nm adanan ia BRA A PlanPlus Online allows you to receive an email or text notification of all your scheduled appointments Please select the time of day and method you would like te receive the Daily Agenda Email Send every morning in yourtimezone 5 M b Test Settings Mobile Phone 3013300 343 5vtext com 6 If you selected Mobile Phone click on the Search button for the Mobile Phone field PlanPlus Online displays the Notify Me on my Mobile Phone page US Customers Only Notify Me on my Mobile Phone Mobile Carrier Verizon ye 10 Digit Phone Number 801 330 0343 example 510 555 1234 Email 8013300343 text com OK Cancel 7 Click on the Mobile Carrier drop down menu and choose your mobile provider from the list 8 Enter your mobile number in the 10 Digit Phone Number field 9 Enter your email address in the Email field 10 When you are finished click on the OK button PlanPlus Online returns you to the My Profile page of the Account Setup Wizard amp PlanPlus Online can also notify you of all tasks with an A priority each day You can also select the Notify check box in any Task Detail to include that task in your daily notification 11 Repeat steps 7 14 to specify the time and delivery method for the task notification if necessary 9 In addition to the notification settings you can also set severa
28. umstances will change Your priorities will change Your goals and dreams will change That s okay because change means growth As you grow transform and broaden your horizons allow yourself the freedom to expand and refine your mission statement You will want to review your mission statement on weekly basis as part of your Weekly Planning Life is a journey And your mission statement is your map Review Your Mission Statement To Review your Mission Statement use the following steps 1 Navigate to the Planning Tab 2 Select Weekly Planning From the sub menu PlanPlus Online displays the Review Missions page Home Planning Calendar Ti My Account gt Weekly Plannin g Mission Compass Goals Daily Planning Reports F Weekly Planning Review Mission gt Schedule Compass gt Schedule Goals gt Schedule Tasks gt Bec U Mission Mission Value Detail PERSONAL MISSION FAMILY MISSION The key to the ability to change is a changeless sense of who you are what you are about and what you value Stephen R Covey Create Your Personal Mission Statement r Mission Builder exercise con help to add focus direction and o sense of purpose to your doily decisions The wizard will take you step by step through the process of cresting a unique personalized Mission Statement to guide your life Build yours now Live Your Personal Mission Statement 3 Click on the mission you would like to review PlanPlus Online displays Your Mis
29. y Lunch Meeting Phone Call Web Meeting Cl Manage AppointmentType Select the Manage Appointment Type from the drop down list to customize the options here PlanPlus Online displays the Setup Option Values Page for Appointment Type Setup Option Values You are viewing updating the possible selection values for Appointment Type Calendar Key Display Name Description Inactive CALL Phone Call go DINNER Dinner go LUNCH Lunch o Meeting Meeting o Web Meeting web Meeting o INTERVIEW e interview Personal Do E Po o DO E 1 o 1 o E PO o Co o Enter the name of the Appointment Type you would like to add in the Key Field and the Display Name To inactivate or delete an Appointment Type check the box for the corresponding Appointment Type in the Inactive column Select the Start Time and End Time for the appointments Start Time 2013 APR 04 W SAM Ka oo a ET An Day End Time 2013 APR 04 FIV sam lw co amp You can also set the appointment to be an All Day appointment You can set a specific reminder date and time Page 23 23 PlanPlus Online System Training Reminder SAM oo None Fuur nlannluicnnlina ic nzl OVDatePir oa oay O www planplusonline us ozLOVDatePicker jsp day 4 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 4 4 april2013 gt May 2013 June 2013 ce Su M Tu
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