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 ( | |
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.