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Version: 24.3

Creating a PlanningRoom

This article explains how to create a Planning Room in Agility.

Overview​

Follow these steps to create a PlanningRoom so your planning teams can collaborate on plans, coordinate efforts, and track progress.

To create a PlanningRoom, your project role must be set to "Project Admin" or higher.

Steps​

  1. Click the hamburger icon Hamburger icon > Rooms > .PlanningRooms

  2. Click the Add PlanningRoom button.

  3. In the Add PlanningRoom window:

    1. Enter the name of the room in the Title field.
    2. Select a project. This determines which items display in the room. Note that your project role must be set to Project Admin or higher.
    3. (Optional) Select a Schedule to narrow the focus of your PlanningRoom.
    4. (Optional) Select a Program to further narrow the focus of your PlanningRoom.
    5. (Optional) Enter a Description that summarizes the intent of the room.

  5. Click Save.

Configuring the PlanningRoom​

After you've created the PlanningRoom, you can further configure and customize it by adding a mascot, adding members, and installing panels. To learn more, see PlanningRoom Settings.

Planning Rooms Setup and Administration

Planning Rooms