When creating content, you'll the one option called plans. Here you can either create Checklists or Activity plans.
The structure of these is the same, and you'll have the same options for settings, etc. However, the intended use is different.
Activity plans
This item is used for tracking a bigger task and breaking it down into smaller tasks that you can cross off along the way. An example of an activity plan could be part of a new supermarket worker's onboarding journey.
Checklists
Use this as a list of items to check off. If we stick to our example about the supermarket worker, then for a few shifts it might be nice to have your daily tasks easy at hand, so they know exactly what to do when the shift starts.
Creating your first Plan
After creating your first plan, you are ready to start adding milestones of what needs to be completed by the user. For each milestone, you need to give it a name, and then you have the option to add how many days it should be completed within, a description and add files.
After adding the milestones, you can give your plan a cover image, and then you are ready to share it with users.
Good to know💭 For both types of plans, you have the option to add skills and also to add
If you need to track a user's development, it is suggested that you discover development plans instead.