# Create and Manage Plan

### Create Plan <a href="#create-plan" id="create-plan"></a>

Go to **Planner** and click on **+Plan**

<figure><img src="/files/kX0WiA1FBHBORoKf5K9d" alt=""><figcaption></figcaption></figure>

Enter the details in the **Create Plan** page and click on **Save**

<figure><img src="/files/rYj8fUxk1pUS11liF0qc" alt=""><figcaption></figcaption></figure>

A new **Plan** is added at the top

<figure><img src="/files/Ci97OXvRzixdOVEB75Ec" alt=""><figcaption></figcaption></figure>

### Delete Plan <a href="#delete-plan" id="delete-plan"></a>

Plan once added can be deleted if no longer necessary

To delete Plan

Click on the edit button

<figure><img src="/files/z7xM4j20Pfs8DobatP15" alt=""><figcaption></figcaption></figure>

Click on delete option which you would like to delete

<figure><img src="/files/PWmwbSdodQb2EgGw7Nj9" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="/files/KTuCQNqgCOhtSF2dliO1" alt=""><figcaption></figcaption></figure>

Last updated 24 December 2025


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