Review your schedule in Plan
Find schedule steps that need attention and review the topics behind them before your next meeting.
Use Plan before a meeting to see which steps in your schedule need attention and how they relate to your team's work. For example, a schedule step may be marked done while a topic linked to it is still open. Seeing both helps you decide what to raise in the meeting.
Plan is available on request. Ask Chrona to enable Plan and tell us which workstream and schedule you want to use.
Find a step that needs attention
- Open Plan in your workstream. Start with the brief when it appears, or browse the schedule. Refreshed shows when Chrona last read the schedule successfully, when that time is available.
- Choose a step in the brief or schedule to see its findings and related topics. Expand a group to see the steps inside it.
- Check the topic and its current state before deciding what to follow up on. When offered, Yes, this needs an answer keeps a finding visible and No, this is fine sets it aside. Use Recap to review suggestions from the meeting itself.
Review the work behind a step
If a topic is on the wrong step, use Remap when offered to review its placement. Placement changes are saved in Chrona.
If Set owner is offered, choose who should own the topic and save. For a linked topic, saving can also attempt to update its owner in the connected work tool through your own connection. Check the save result to see where the change landed. Plan keeps these decisions separate from the schedule in its source.
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Next guide: Connect work tools