If/then plans allow you to make a specific plan for the future. You can use them whenever you need them. They are of the format, IF this specific thing happens, THEN I will do this.
To add an if/then plan:
- Navigate to the left side menu and select ‘If/then’
- Select the ‘+’ at the top right of the screen
- Fill in text for IF and THEN
- Select the checkmark icon at the top right to save
To edit an if/then plan:
- Select a plan you want to edit
- Make edits to the IF and/or THEN portion of the plan
- Select the checkmark icon at the top right to save
To delete an If/then plan
- Swipe left on a plan you want to delete
- Select delete
Need more help with this?
Don’t hesitate to contact us here.