10 Tips to better utilize vPlan

At vPlan, we strive to keep our product as user-friendly as possible, which can be quite a challenge with so many features. Here are 10 tips to make even better use of vPlan. Did you know all of this was possible?

Jeroen
Jeroen
February 21, 2020
3 min
10 Tips to better utilize vPlan

1. Automatically Log In

Nobody enjoys having to log in again when using software daily. Did you know that there's an option in the login screen to stay logged in? Handy!

10 Tips to better utilize vPlan

In calendar view, you can show a lot of information, from resources and non-available days to capacity bars and information within cards. By using the filter icon, you can determine which information is relevant to you. We automatically save this in your user profile. When you log in again, we'll show the last setting.

2. Customize Card Display in Calendar View

10 Tips to better utilize vPlan

Do you deal with a lot of orders, tasks, and/or assignments daily? We offer you the possibility to determine how many cards you want to display in the calendar view. Of course, the option to always show all cards remains. This creates more overview and speed.

3. Search Specific Fields and Attributes in the Backlog

10 Tips to better utilize vPlan

4. Specific search in backlog

Did you know that you can search very specifically on fields and attributes of cards in the backlog? Specific orders from a certain warehouse? Or cards with a specific label? Search specifically on items and/or activities.

10 Tips to better utilize vPlan

5. Filter and Sort in the Backlog

In the backlog, you can easily and quickly sort all your unplanned work based on various properties:

  • Priority (position in the backlog)
  • Expiry date on the card
  • Name (alphabetical)
  • Created (based on creation date)
10 Tips to better utilize vPlan

6. Quickly Edit Data of Cards within Collection

When you plan collections, where multiple cards are added on different days and different phases, you can quickly and easily edit data.

10 Tips to better utilize vPlan

7. Quickly Select Multiple Cards

With the use of the Control (Windows) or Command (Apple) key, combined with the cursor, you can easily and quickly move multiple cards. You can also use the Shift key, so you can select a whole series at once.

10 Tips to better utilize vPlan

8. Keyboard Shortcuts

Door gebruik van sneltoetsen op je toetsenbord kun je snel switchen tussen periodes. Daarnaast kun je snel bepalen wat je wil weergeven in je kalenderoverzicht:

Period selection: 
M: month
W: week
D: day

Left arrow: previous period

Right arrow: next period

Navigation: 
Up arrow: scroll up Down arrow: scroll down
Spacebar: scroll down to the next day or phase (list)
ESC: Close window (such as backlog or card)

10 Tips to better utilize vPlan

9. Tag Your colleague

Do you want your colleague to be informed about a specific message? Tag him or her in a comment on a card. Based on his user settings, he will automatically receive a notification in vPlan's message center, by email, in the browser, or as a push notification on his mobile.

10 Tips to better utilize vPlan

10.  Mark Vacation Days

Do you have days in your schedule when the entire company is closed? You can easily "mark" these days. This way, it's visually clear that this day is not intended for scheduling work.

10 Tips to better utilize vPlan

In the video below, we'll show you various tips & tricks within vPlan.

Try it in your own vPlan

Every new feature is in the free trial.

Try for free ->
Jeroen
WRITTEN BY:

Jeroen

Jeroen Mensink is co-founder of vPlan and a driving force behind its development. With a background in software and HR tools, he saw the real-world impact of poor planning and lack of insight into capacity. Combining technical know-how with a practical mindset, Jeroen helped shape vPlan into the smart, user-friendly platform it is today.

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