Hide old, expired, or unaccepted plans from your overview.
A lot of old plans in your way? Here’s how you can remove an inactive plan from your viewpoint:
- Login to the operator panel at operator.knowork.co.
- Click on the CRM dropdown on the left sidebar. Then click on the Members tab to go to operator.knowork.co/members.
- Select a member from the table.
- Click the Plans section on the right sidebar.
- Locate the inactive plan you want to remove and click on it.
- Click the three dots at the top right of the card, and then Hide From List from the dropdown.
- Click Hide Plan in the pop-up window.
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Please note that removing any inactive plan that is part of a plan invitation will block the invited member from accepting the plan invitation.
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If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.
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