{"id":1107,"date":"2019-12-09T13:14:39","date_gmt":"2019-12-09T18:14:39","guid":{"rendered":"http:\/\/trnycntrl.com\/help\/?p=1107"},"modified":"2025-04-15T12:27:28","modified_gmt":"2025-04-15T16:27:28","slug":"02-planner-managing-people","status":"publish","type":"post","link":"https:\/\/tourneycentral.com\/help\/02-planner-managing-people.html","title":{"rendered":"02: Planner &#8211; Managing People"},"content":{"rendered":"<p>The first thing you want to do it add people.<\/p>\n<p>Select the Add\/Edit People from the Planner Module Action Menu and click Go!<\/p>\n<p><strong>Adding a new person:<\/strong><br \/>\nAdd 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.<\/p>\n<p>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.<\/p>\n<p><strong>Editing Details:<\/strong><br \/>\nEdit 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.<\/p>\n<p>If they have been assigned a task previously and you change their initials, they will also change on the Overview view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/trnycntrl.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.29.54-1024x431.png\" alt=\"\" width=\"604\" height=\"254\" class=\"alignnone size-large wp-image-1108\" srcset=\"https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.29.54-1024x431.png 1024w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.29.54-300x126.png 300w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.29.54-768x323.png 768w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.29.54.png 1402w\" sizes=\"auto, (max-width: 604px) 100vw, 604px\" \/><\/p>\n<p><strong>Deleting a Person<\/strong><br \/>\nTo delete a person, click on the Remove link in their row. <strong><em>All committee and task assignments will be released upon removal!<\/em><\/strong> 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.<\/p>\n<p><strong>Sending Email to Everyone:<\/strong><br \/>\nTo 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.<\/p>\n<p>Each user will be sent an individualized email.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/trnycntrl.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.30.11-1024x726.png\" alt=\"\" width=\"604\" height=\"428\" class=\"alignnone size-large wp-image-1109\" srcset=\"https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.30.11-1024x726.png 1024w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.30.11-300x213.png 300w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.30.11-768x545.png 768w, https:\/\/tourneycentral.com\/help\/wp-content\/uploads\/2019\/12\/Screenshot-2019-12-09-12.30.11.png 1390w\" sizes=\"auto, (max-width: 604px) 100vw, 604px\" \/><\/p>\n<p><a href=\"http:\/\/trnycntrl.com\/help\/01-planner-overview.html\">0. Overview<\/a><br \/>\n<a href=\"http:\/\/trnycntrl.com\/help\/02-planner-managing-people.html\">1. People<\/a><br \/>\n<a href=\"http:\/\/trnycntrl.com\/help\/03-planner-setting-up-committees.html\">2. Committees<\/a><br \/>\n<a href=\"http:\/\/trnycntrl.com\/help\/04-planner-setting-up-activities.html\">3. Activities<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-1107","post","type-post","status-publish","format-standard","hentry","category-deprecated"],"_links":{"self":[{"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/posts\/1107","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/comments?post=1107"}],"version-history":[{"count":1,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/posts\/1107\/revisions"}],"predecessor-version":[{"id":1473,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/posts\/1107\/revisions\/1473"}],"wp:attachment":[{"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/media?parent=1107"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/categories?post=1107"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tourneycentral.com\/help\/wp-json\/wp\/v2\/tags?post=1107"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}