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The Year Plan feature helps you track larger projects and initiatives planned for each customer throughout the year. Yearly Tasks

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Accessing Year Plan

  1. Open a customer’s detail page
  2. Navigate to the Year Plan tab

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Adding Planned Items

  1. Click Add Item
  2. Enter the project or initiative details
  3. Assign it to a month or quarter
  4. Add any notes or context

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Use Cases

  • Scheduled hardware refreshes
  • Planned migrations
  • Annual security reviews
  • Budget planning items
  • License renewals

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Visibility

Year plan items are visible on the customer overview and can be included in monthly reports for discussion during review meetings.