How to add a plan in Workmate?

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1

To add a plan in Workmate:

  1. Access Plans Option:

    • Click on the “Plans” option available on the Workmate home screen.

  2. Initiate New Plan:

    • Look for the “Add Plan” option and click on it.

  3. Select Clients:

    • A complete list of available clients will be displayed. Choose the clients you intend to visit as part of your day plan.

  4. Fill Required Details:

    • Provide the necessary details for the plan, such as the purpose of the visit, tasks to be performed, or any other relevant information.

  5. Save Plan:

    • After selecting clients and filling in the details, save the plan to confirm your schedule.

By following these steps, you can efficiently add a plan in Workmate, helping you organize and structure your day by outlining the clients you plan to visit and the associated tasks. This feature aids in effective planning and execution of field-related activities.