Explore the elements and functions of the Schemes page. It displays the catalog of all your completed schemes and drafts.
By clicking on the Schemes icon in the main menu, you will get to the scheme management page. It consists of the following elements:
- Sidebar
- List of schemes
- Search bar and filter
- Buttons
Sidebar displays folders where your schemes will be stored. If a destination folder is not specified when saving a scheme, it will be placed in Unsorted Schemes.
See more about working with folders and sorting schemes in Sidebar.
List of schemes displays contents of the selected folder. By default, the contents of the Unsorted schemes folder are displayed.
Search for the scheme by its name, description or notes in the conditions. You can also filter your schemes by status, priority, and some other parameters.
- Import scheme: import from a file. Use this button to upload a previously saved scheme to the list (see How to manage schemes). This is especially convenient when someone has shared a scheme (template) with you or when you have to transfer schemes to another office.
- New scheme: create a new scheme.
