5 tips to get the most out of vPlan

1. Start fresh and organised

An overloaded schedule can feel overwhelming, but by starting small and building up step by step, you'll regain control. Keep your planning clear and organised by cleaning it up;

• Filter completed tasks from your view to create space and clarity for what really matters.
• Check if your boards are still relevant and archive anything you no longer use.
• Review your columns and labels, adjusting them to match your current workflows.
• Go through your users and resources: ensure that only the right people with the right roles are included in the planning.

A clear and tidy planning board makes planning much easier.

"Tip: don't delete everything without thought! Consider carefully what you want to keep and what can be removed, so you don't lose any essential information."

2. Optimise your workflows

Are you still working with the same processes as when you set up vPlan? Or have there been changes or additions to your processes? It might be a good time to refresh these processes, add them to your structure in vPlan, or make adjustments. Ask yourself the following questions:

• Have new processes emerged that you haven't yet included in vPlan?
• Can you automate existing processes using vPlan's automation features?
• Are there new functionalities available that could further support your processes?"

By keeping your workflows up to date and improving them, you'll work more efficiently, make fewer mistakes, and ensure that your planning always aligns with your current situation.

Read the support article on configuration here and the one on board configuration here.

3. Set clear priorities

It’s tempting to mark all tasks as 'important', but not everything holds the same level of urgency. Setting clear priorities helps you maintain an overview and avoid chaos. Use the following:

• Labels to categorise tasks and quickly distinguish priorities.
• A priority matrix, such as the 'Eisenhower Method', to easily determine which tasks are urgent and which can wait.
• Deadlines to structure your planning. By setting clear timelines, everyone knows what needs to be completed and when, helping you avoid unnecessary delays

By consciously managing priorities, you maintain focus on what truly matters while keeping less important tasks manageable.

4. Take advantage of integrations

Did you know that vPlan seamlessly works with various tools? Think of systems like Exact, AFAS, and many others. Thanks to vPlan’s open API, there are countless possibilities to connect your favourite systems.

Take another look to see if the software you use daily can be integrated with vPlan. A good integration saves time, prevents errors, and makes your workflows even more efficient.

Want to know if your software can also be integrated with vPlan? Visit our integrations page for a complete overview of all available connections. Can’t find the integration you’re looking for? Don’t worry! Get in touch with us, and we’ll be happy to explore the possibilities together."

5. Involve your team

A successful plan thrives on teamwork. Organise a short session to:

• Discuss the use of vPlan within the team and ensure everyone is on board.
• Gather feedback on potential improvements to make vPlan align perfectly with your team’s needs.
• Share skills and knowledge, so everyone becomes familiar with vPlan’s features and can use the tool efficiently.

By working together to improve the use of vPlan, you ensure everyone stays engaged and makes the most of the tool.

Time to get started

With these five simple steps, you can make the most of vPlan for your team and workflows. Whether you’re starting fresh, optimising your processes, or actively involving your team in using the tool, you’ll ensure that everyone works more efficiently and with greater structure.

By realigning vPlan to meet your needs, you’ll maximise the tool’s potential and boost productivity across your organisation. Take action today and experience how quickly vPlan can help you get back on track!