Once you have a season's worth of plans, use folders, tags and filters to find what you need fast. Go to Plans → My Plans.
Search, Filter & Sort
The filter bar at the top of My Plans narrows your list:
- Search plans – search your plans by keyword.
- From / To – show plans in a date range.
- Folders and Tags – show plans in one folder or with one tag.
- Sort – by practice date, title, last modified, date created or RPE.
- RPE – set a minimum and maximum to find easy or hard practices.
- All / Hide Collab / Only Collab – show or hide plans other coaches have shared with you as a collaborator.
List or Calendar View
Click List or Calendar above your plans. Calendar view shows each plan on its practice date. Use the arrows to change months. Your choice is remembered next time.
Folders
Folders group plans by team, season or anything else. A plan can be in more than one folder.
- Add a plan to folders on the Plan Details step when you create or edit it.
- Create and manage folders in your Vault.
Tags
Tags label plans by topic (Breakouts, Power Play, Skating, etc.). Add tags on the Plan Details step. Start typing to pick an existing tag or create a new one.
Bulk Actions
Check the box next to each plan you want to change. To select every plan that matches your filters, click Select all … matching. A bar appears with three menus.
Organize
- Add to Folders / Remove from Folders
- Add Tags – add, replace or remove tags on all selected plans.
- Add to Collection
- Make Copies – up to 20 plans at a time. Copies are titled "Copy of…". Drills, lines, tags and folders are copied. Collaborators are not.
- Set Logo / Update Template – change the logo or print template on every selected plan.
- Archive Plans / Unarchive Plans
- Delete Plans – moves them to Trash.
Share
- Send to User, Team Share, Add Collaborators / Remove All Collaborators
- Turn Share Links On / Off
- Share with Association / Unshare from Association
Export
- Create Coaching Report – build a season summary from the selected plans.
Archive Old Plans
Archiving hides a plan from your main list without deleting it. Click Archived at the top of My Plans to see archived plans. Unarchive them any time. You can only archive plans you own.
Deleted Plans
Deleted plans go to Trash and stay there for 7 days. Restore them any time before then.
Tips
- Make a folder for each team or season. Archive last season's plans to keep My Plans short.
- Use the same few tags on every plan. Short, consistent tags make filtering useful.
- Use Update Template to switch every selected plan to a new print template at once.
- Copy a plan you like and edit the copy, instead of building from scratch.