In Plan View, you design your plan, which includes the building and sequencing of tasks and the triggers that execute your sequence of tasks.



Plan View Page

The main panel is the plan canvas, where you build your plans.

On the right side is the context panel. Depending on what you select in the plan canvas, a different set of context options is displayed.

Top Bar

Tip: To rename the plan, click the plan name in the top bar.

Zoom Options:

You can zoom the plan canvas to display areas of interest in the plan graph. 

The zoom control options are available at the right side of the canvas. The following are the available zoom options:

Tip: You can use the keyboard shortcuts listed in the zoom options menu to make quick adjustments to the zoom level.

NOTE: By default, the plan view page always opens in Zoom to fit option and it does not remember the previous zoom and position.

Other options:

Plan context menu

Workflow

For more information, see Create a Plan.

Task Execution Rule

You can gate the execution of a task based on the completion status of its previous task. Click the line connecting the two tasks and select one of the following options:

For more information, see Create a Plan.

Parallel Tasks

You can can execute one or more tasks in parallel by clicking the plus node icon and selecting one of the following options:

NOTE: Nodes added in a sequence are separated by a plus node. A node added in parallel has two plus nodes separating it from the parent node; one for adding nodes in parallel and other for adding a node in sequence.

View for Triggers

To create a trigger, you specify the time and frequency that the plan is to be executed.

NOTE: Plan owners can create triggers for their plans. Other users must have the appropriate privileges to create triggers for the plan.


Create plan trigger

Saved trigger

View for Tasks

When you create or select a task, you can modify its settings through the context panel on the right.

Tip: To rename the task, click the task name in the context panel.

Task context menu options: 

Task types

To cancel a plan that is currently running, please do the following: