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Planner interface
Planner interface

Navigate the Planner home page and all the controls available

Serhii Morkotun avatar
Written by Serhii Morkotun
Updated over a year ago

The Planner home page is a dashboard that consists of four major sections.

[1] The top panel with the following controls:

Control

Action

Open the main menu for navigation

Activate the chatbot

Open the help menu (User guide, Developer guide, Legal papers,
โ€‹Service desk)

Unfolds your profile menu

[2] The Brand strategy widget with two buttons:

  • Global brand plan

  • Local brand plan

[3] The Campaign planning widget with the list of campaigns and the OPEN button.

The list is displayed in a table with the columns: campaign name, estimated cost, actual cost, responsible, and the current quarter months. The first 20 campaigns are sorted by the creation date. The recently created campaigns appear first in the list. You can unfold the required campaign to view the list of its items.

[4] The Operations & delivery widget with the list of the first 5 campaigns, sorted by the creation date, and the OPEN button.

The list is displayed in a table with the status columns: draft, development, test, approval, approved, and distribution. The first campaign, if it contains items, is unfolded. The number next to the campaign name specifies the quantity of the contained items.

In the Campaign planning and Operations & delivery widgets, you can apply filters to find the required entries faster and view their details.

Owners and collaborators with respective permissions can access a widget.

You can change the interface language of Planner in the Localization section of the eWizard Business admin service.

The service, widgets, and entry names can be customized according to your requirements. Contact the administrator for details.

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