Symbient Opta User Documentation
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
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Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Create Plans

Prerequisites: None Alternatives: None See Also: None



The planning feature in Symbient Opta helps members of your organization setting objectives and determining a course of action for achieving those objectives.



  1. Log into Symbient Opta and click on the menu options: Planning

    You will now see a list of existing Plans.

  2. Click the Add button to navigate to the new Plan entry screen.
  3. When the new Plan entry screen opens, fill in all required information along with optional information and click Save.
    1. Required Fields
      1. Customer - This is the person or company you are selling products or services
      2. Name - This is the name of the plan
      3. Status - This is the status of the plan (you can select from a predefined list of values)
    2. Optional Fields
      1. Description - This is field can contain longer text to describe the purpose of the plan
  4. Once you have successfully saved the Plan, you can now continue adding Items.
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