User manual
Want the full picture of how Plandisc works? Download our user manual. It takes you from your first disc to sharing, integrations and admin settings, all in one guide.
What's inside
- Key terms and how Plandisc is structured: discs, rings, activity groups and labels
- User roles, user groups and how to add users
- Getting started: the dashboard, the Template center and setting up your disc
- Adding activities, activity groups and importing from Excel
- Sharing, inside and outside your Enterprise
- Connecting Plandisc with your calendar
- Tips and tricks: zoom and views, exporting your disc, mass editing
- Microsoft 365 integration: Outlook, Teams, Planner, SharePoint and Excel
Some parts, like adding users and the Enterprise theme, are for admins. Skip them if they don't apply to you.
Download the manual in your language
Can't find what you need? Contact our support team at info@plandisc.com. We're happy to help.