Team Administrators and Coordinators have the ability to create plan templates on TracDash. Plan templates can be edited and assigned/reused for multiple team members.
How to Update Plans:
1. From the TracDash homepage, find the team member you are looking for from the list displayed. Use the search bar if needed.
2. Click the ‘View’ button in the Plans column.
3. Click the ‘Edit’ button on the Plan you would like to update.
4. Here you can make the necessary changes to the Plan. Once complete, click the ‘Save’ icon.
Once the changes have been saved, the user will automatically get a text & notifying them that their plan has been updated.