Print

How to use the Hierarchy View

Discover VisPlan’s Hierarchy View feature in this helpful tutorial.

Learn how to efficiently manage your plans, create hierarchies, and improve collaboration. Explore card view options and find out how to enhance your planning workflow. Watch now to make the most of VisPlan!

The Hierarchy View offers a visual representation of your plans’ organizational structure, providing a clear insight into how they are interconnected. And, if you’ve been using our data links feature, these connections are now even more apparent, highlighted by dotted lines between plans.

How to Add the Personal App in Teams

To seamlessly integrate and pin the Personal app in Teams, refer to our comprehensive guide here.

Adding Connections

To add a connection between two plans, in the Hierarchy view go into the in Edit mode, simply hover over the parent plan and drag the connector to the child plan. When done, click Done Editing.

Hierarchy View in Edit Mode

Remember, a parent can have multiple children, but each child plan can only have one parent.

Editing and Deleting Connections

Edit connections with ease. While in Edit mode, select the connector and drag it to another child plan. To remove a connection, select the connector and press the Delete key on your keyboard.

Don’t forget to click Done Editing when finished.

Organizing Your View

Customize your view for optimal organization.

Sorting

Sort your plans by recently Opened, recently Modified, or by Name.

Filtering

The filter feature allows you to focus on specific plans by name or even by Teams and channel names. This filter setting will persist until you choose to reset it.

Enhanced Plan Navigation

For a streamlined experience, we’ve also introduced a simplified version of the plan hierarchy within each connected plan.

When viewing a plan, click the Hierarchy icon on the upper right side, and it will reveal the parent, siblings, and direct child plans.

Plan Navigation within a Plan

This feature enables you to navigate efficiently between plans and gain a comprehensive understanding of their relationships.

Comments are closed.