Learn to create detailed support plans tailored to client needs, assign tasks, and schedule activities efficiently.

Accessing Support Planning

Support Planning allows you to create individual tasks and organise them into packages that can be delivered during support visits.

1. Open the Support Recipient's profile.
2. Navigate to the Support Planning tab within the recipient's dashboard.
3. You will see two tabs:
   • Tasks – Used to create and manage individual support tasks.
   • Packages – Used to group multiple tasks together into a structured package that can be delivered during a support session.

Creating a New Task

1. Open the Tasks tab.
2. Click Create New Task.
3. Complete the task form.
4. When creating a task, you can either:
   • Select an existing category from the category list, or
   • Create a new category by typing the category name into the field and selecting "Add [your category name]" from the bottom of the dropdown list. The new category will automatically be added to the category list for future use.
5. Click Save Task when finished.

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Task Overview

Each task displays:

• Task title
• Task description
• Category
• Package status (whether the task has been added to a package)
• Scheduling status (whether the task has been scheduled)

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Creating and Managing Packages

Packages allow you to group multiple tasks together so they can be delivered as part of a single support session.

Creating a Package

1. Open the Packages tab.
2. Click Create Package.
3. Complete the package details.

Adding Tasks to a Package

Tasks can be added by:

• Searching for keywords contained within the task title, or
• Browsing and selecting tasks from the task list.
• New tasks can also be created directly within the package creation screen.

Reordering Tasks

The order of tasks within a package can be adjusted using the Package Summary panel on the right-hand side.

1. Select and hold the task.
2. Drag the task to the desired position.
3. Release the task to place it in its new order.

Once all tasks have been added and arranged, click Save Package.

The package will then be available for scheduling and delivery as part of support activities.

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‍Managing an Existing Support Plan‍

Selecting a task using the checkbox on the left-hand side will activate the action buttons at the top of the page. Multiple tasks can be selected to perform bulk actions.

Available actions include:

• Add to Package
• Create Support Activity
• Archive
• Delete

You can also manage individual tasks by clicking the Actions button on the right-hand side of the task. This will display a dropdown menu containing the available actions.

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🎥 Watch the step-by-step video guide below for a visual walkthrough of this process.

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