The first thing you want to do it add people.
Select the Add/Edit People from the Planner Module Action Menu and click Go!
Adding a new person:
Add a person to the top line; First name, last name, initials as you want them to appear on the Overview, their phone and email. You will need to have a complete record for it to add.
Add as many people as you think you will assign activities to or make a member of a committee. Its ok to have more people than you will use, but they must be here to be assignable.
Editing Details:
Edit the details of the person or persons in the record listing below. You MUST have a complete record or the line will not save. Then click on the Update People button.
If they have been assigned a task previously and you change their initials, they will also change on the Overview view.
Deleting a Person
To delete a person, click on the Remove link in their row. All committee and task assignments will be released upon removal! Be very careful that you want to remove a person. If you remove them in error, your only option will be to add them back and reassign them all the tasks they were assigned previously.
Sending Email to Everyone:
To send an email to everyone, select the email icon to the left of the Update People button. A small window will pop up. You can then deselect a user if you need to. Write your subject line, you message and hit Send.
Each user will be sent an individualized email.
