Actions Buttons Planbook Plus User Guide

To access the Planbook Search page at any time, click the  'My Planbooks' menu button and 'Planbook Search'.


Actions Buttons

There are six icons that are associated with Actions for each Planbook that are available on the Planbook Search page. The icons, in order, are:

  • Calendar View (Flip Calendar Icon)
  • Timeline View (Color Coded Timeline Icon)
  • Weekly Planner (Pencil Icon)
  • Planbook Settings (Wrench and Screwdriver Icon)
  •  Reporting (PDF Icon) 
  • Copy (Two Pages Icon)
  • Inactivate Planbook (Red Circle with White Line)