After you set up all your People, you will then want to set up your Committees. These are large tasks which will have smaller activities assigned to them. You can also assign people into Committees or allow the system to assign people as they are assigned activities.
Select Add/Edit Committees from the Planner Module Action Menu and click Go!
Adding Committees
Add a committee to the top line and click add.
Repeat for as many committees as you have.
Tip: Since the committees will sort alphabetically, if order matters, you may want to number them 01: First Committee, 02: Second Committee and so forth…
Editing Committees
To make edits, edit Committee Names in place and click on Update Committees.
Deleting Committees
TO delete a single Committee, click on the Delete link in the row. All the people assignments will be released, but the people will still remain in your Planner Module for you to assign to other committees and activities.
Assigning People Into Committees
You can add people into a committee using the Add/Edit Members button on the overview OR you can give them an assignment and they will be automatically added if they are already not a member. If you have people who are members of a committee but don’t have any formal responsibilities to completing any tasks, you should add them using this button.
When you click on the Add/Edit button, you will see a drop down menu of all the people you have added in your People screen. If a person is already a member of the committee, they will not be on the drop down menu.
To add a person, select their name, check “Chair” if they will be the chair and click Add. Repeat as needed.
The Chairperson will be highlighted in yellow. You can have only one chair per committee and you can set a new chair if needed by clicking on the Set link in that person’s row.
To remove a person from a committee, click on Remove in their row. Their committee membership and assigned tasks in that committee will be removed and their name will appear again in the drop down menu.
