Welcome Widget
The Welcome Widget helps you get set up in Plannr!
Select the Welcome Widget icon from the top menu bar and a side menu will pop up.
Following these videos and viewing the linked documents will help you to get Plannr personalised for your firm; simply check each area off once you've watched the video or read the file to mark it as complete and move it to the bottom of the list.
You can uncheck any item marked as complete to rewatch any time you need
Select the Welcome Widget icon from the top menu bar and a side menu will pop up.
Following these videos and viewing the linked documents will help you to get Plannr personalised for your firm; simply check each area off once you've watched the video or read the file to mark it as complete and move it to the bottom of the list.
You can uncheck any item marked as complete to rewatch any time you need
Updated on: 19/02/2025
Thank you!