4.12. Plans

Main menu → Create → Plans

Plans are ToDo lists. They are particularly well-suited to plan medium and long-term endeavours. A plan can consist of a number of individual activities with which completion dates are associated.

You can use the functionality to:

  • set yourself individual goals for a large task.

  • manage your personal learning activities and keep an eye on how many you have already accomplished during the time frame that you have set yourself.

  • keep track of workshops you have attended for your professional development over time.

  • set personalised tasks for learners that they can choose to complete.

Overview page of 'Plans'

Overview page of Plans

  1. Click the New plan button to create a new plan.

  2. Your existing plans, their descriptions and tags are displayed. Click a title to see all the tasks that you associated with that plan.

  3. Template: When a plan is marked as template, you can use it to create plans in groups without needing to set up the same plan manually in multiple groups.

  4. Click the Edit button to change the title, description, tags (and license) of your plan.

  5. Click the Manage button to add and edit tasks for your plan.

  6. Click the Delete button to delete your plan.

  7. The number of plans you created is displayed.

4.12.1. Create a new plan

Create a new plan

Create a new plan

  1. Click the New plan button on the Plans overview page.

  2. Title: Give your plan a title. This field is mandatory.

  3. Description: Give your plan a description. It is visible when you select a plan for inclusion into a portfolio page and on the portfolio page itself.

  4. Template: Set this option to ‘Yes’ if you want to create a template plan that you can re-use when creating plans in groups.

  5. Assignment tasks: Say ‘Yes’ for this option if you want learners to be able to choose certain plan tasks as activities.

    Notitie

    This option is only available when you create a template plan. Assignment plans can only be finalised as group plan.

  6. Tags: Add tags to your plan for easier searching later on. You can choose from your existing tags by starting to type a letter and then selecting the tag you want to use. You can also type a new tag, and it is added to your list of tags.

    Zie ook

    You can find more information on how to use the tag selector in the ‘Tags’ section.

  7. License: You see this field if the site administrator turned on license metadata. Choose the license for the plan. You can set your default license in your account settings.

  8. Advanced licensing: You see this option if the site administrator turned on license metadata. If you click it, you see two additional license fields, ‘Licensor’ and ‘Original URL’, that you can fill in if this in not your own plan.

    Notitie

    At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded. You can view the license information on the artefact’s detail page though.

  9. Click the Save plan button to keep your new plan. Click Cancel if you want to abort creating your plan or making changes to an existing plan.

Now you can add individual tasks to your plan.

4.12.2. Add tasks to a plan

There are several ways to add a task to a plan:

  • Click on Add task right after you saved your plan.

  • Click on Main menu → Create → Plans → the title of the plan → New task.

  • Click on Main menu → Create → Plans → the Manage tasks button → New task.

  • When editing a portfolio page that contains a plan, click the Add task button .

Once you are in the New task screen, you can create your new task.

Add a new task to a plan

Add a new task to a plan

  1. Title: Enter a title for your task. This field is mandatory.

  2. Start date: Set a start date for the task. For a template task, the default start date will be taken from the group’s editability start date. Click into the field to show the calendar or enter it directly in the format YYYY/MM/DD (Year - 4 digits / Month - 2 digits / Date - 2 digits), e.g. 2019/11/27.

    Notitie

    When you create a template plan, you can’t set start and completion dates. They will only become active once the plan has been set up in a group.

  3. Completion date: Provide a completion date. For a template task, the default completion date will be taken from the group’s editability start date. Click into the field to show the calendar or enter it directly in the format YYYY/MM/DD (Year - 4 digits / Month - 2 digits / Date - 2 digits), e.g. 2019/11/27.

  4. Reminder: Set a reminder relative to the completion date. You will receive a notification to remind you about the outstanding task the selected number of days, weeks, months, or years before the completion date. You can only set one reminder per task, but you can change it at any point in time.

  5. Description: Provide more detailed information about the task.

  6. Task page: Select a page from your portfolio area as task page. This is useful if you have an elaborate task description for which the normal description field is too small.

    Notitie

    This option is designed for assignment plans.

  7. Click the Preview button to check that you selected the correct page.

  8. Assignment portfolio: Select a portfolio that you want to use to complete this task. It can’t include a page that you selected as task page. It can also only be used for one task.

    Notitie

    If you set up an assignment plan as template in your personal area or an assignment plan directly in a group, you can assign a template portfolio. That will then be copied into a learner’s account when they choose to complete this task.

  9. Click the Preview button to check that you selected the correct portfolio.

  10. Tags: Add tags to your task for easier searching later on. You can choose from your existing tags by starting to type a letter and then selecting the tag you want to use. You can also type a new tag, and it is added to your list of tags.

    Zie ook

    You can find more information on how to use the tag selector in the ‘Tags’ section.

  11. Completed: Set to ‘Yes’ if you have already completed the task.

    Notitie

    This option is disabled when you create a task in a template plan.

  12. License: You see this field if the site administrator turned on license metadata. Choose the license for the plan’s task. You can set your default license in your account settings.

  13. Advanced licensing: You see this option if the site administrator turned on license metadata. If you click it, you see two additional license fields, ‘Licensor’ and ‘Original URL’, that you can fill in if this in not your own plan’s tasks.

    Notitie

    At the moment, you cannot display that license information on a portfolio page, but it is stored for future use when the functionality is expanded.

  14. Click the Save task button to finish editing your task.

  15. Add more tasks immediately or at a later point.

4.12.3. Edit tasks in a plan

  1. Click the Manage tasks button or the title of the plan on Main menu → Create → Plans.

  2. Click the Edit button next to a task that you want to change.

  3. Make your changes or mark a task as completed.

  4. Click the Save task button and your changes are recorded.

4.12.4. View all tasks of a plan

You can view the tasks of the plan in two different ways if you are the author of the plan:

  1. At Main menu → Create → Plans → Click on a plan.

  2. Add a plan to one of your pages.

4.12.4.1. View a plan under Create

A plan with several tasks

Plans under Create

  1. The title of the plan under which you created the tasks is shown.

  2. Click the New task button to create a new task in this plan.

  3. Tags: The tags that you associated with the plan are displayed.

  4. Completed: The completion status of each task:

    • Tasks that are overdue show the Overdue icon .

    • Tasks that are not yet completed display the Not completed icon .

    • Tasks that are completed display the Completed icon .

    Notitie

    Not completed and overdue tasks are displayed at the top of a plan. All other tasks are displayed in chronological order.

  5. Title: The title of each task is shown.

  6. Completion date: You can see the completion date for each task.

  7. Description: The description for each task is displayed.

  8. Tags: The tags that you associated with a task are shown.

  9. Click the Edit button to make changes to a task.

  10. Click the Delete button to delete a task.

  11. The number of tasks in your plan is displayed.

4.12.4.2. View a plan on a portfolio page

Plan on a portfolio page

Plan on a portfolio page

  1. The title of the plan. You can change that as part of the block title.

  2. The plan’s description is displayed.

  3. Tags: The tags that you added for this plan are displayed.

  4. The completion status of each task is displayed:

    • Tasks that are completed display the Completed icon .

    • Tasks that are overdue show the Overdue icon .

    • Tasks that are not yet completed show the Not completed icon .

    Notitie

    You can click the completion icon to change the status of a task and mark it completed or revoke the completion.

  5. Title: The title of each task is shown.

  6. Completion date: You can see the completion date for each task.

  7. Click the title of the task or the Down arrow to see details for this task. Click the Up arrow to hide the details.

  8. The description of this task is shown.

  9. Tags: The tags that you added for the task are displayed.

  10. The number of tasks in this plan is displayed.

4.12.4.3. Edit a plan on a page in edit mode

Make changes to your plan on a portfolio page

Make changes to your plan

  1. The plan’s description is displayed.

  2. Tags: The tags that you added for this plan are displayed.

  3. Click the Edit plan button to make changes to the basic information about your plan. You will be redirected back to this page.

  4. Click the Add task button to create a new task within the plan. You will be redirected back to this page upon saving your new task.

  5. Click the Delete plan button to delete your plan permanently.

  6. Click the completion icon to change the status of a task. The completion status of each task is displayed:

    • Tasks that are completed display the Completed icon .

    • Tasks that are overdue show the Overdue icon .

    • Tasks that are not yet completed show the Not completed icon .

    Notitie

    You can click the completion icon to change the status of a task and mark it completed or revoke the completion.

  7. View the title and completion date of a task.

  8. Click the title of the task or the Down arrow to see details for this task. Click the Up arrow to hide the details.

  9. Click the Edit task button to make changes to a task. You will be redirected back to this page after you finished editing.

  10. Click the Delete task button to remove the task from your plan and delete it permanently. You will be redirected back to this page after you finished editing.

  11. The number of tasks in this plan is displayed.

4.12.4.4. Work with an assignment plan

When you work with an assignment plan, there are a few extra things to consider. You can complete an assignment plan when there is a group plan set up as assignment plan to which you have access as regular member of the group. You activate certain tasks from a plan and then they are automatically copied into your personal ‘Plans’ space.

Once you copied tasks into your personal space, you can work with the plan.

Notitie

You do not need to make an assignment plan available on a portfolio page. It is solely for your personal planning if you prefer.

Assignment plan in the personal 'Plans' space

Assignment plan in the personal ‘Plans’ space

  1. Click the New task button to add additional tasks. This is only relevant if you want to add this plan to a portfolio page and create tasks that are not assessed via the group in which the assignment plan was created.

  2. Tags: The tags shown are the ones copied from the assignment plan and any that you may add. The group name is also added as a tag.

  3. Completed: When you tick the Not completed icon , you are asked if you want to submit the portfolio associated with the task (if there is one) to the group in which the assignment plan was created. If you agree, your portfolio is locked for assessment, and the icon changes to the Completed icon .

  4. Title: The title of the task.

  5. Completion date: The date by when you are expected to complete the task.

  6. Description: A description of the task.

  7. Click the Task preview button next to a task to view the task page that is associated with this task if there is any.

    Notitie

    This page is not available in your portfolio area. It remains in the group in which the assignment plan was created.

  8. Click the Open portfolio button next to a task to view the assignment portfolio that is associated with this task.

  9. Click the Edit button to make changes to the task. For example, you can attach a different assignment portfolio, change the reminder or completion date.

  10. Click the Delete button to remove the task from this plan.

    Notitie

    Deleting the task also resets the task when you view the plan in the group in which the assignment plan was given.

  11. The number of tasks in the plan is shown.