1. Click the ‘+New Plan’
2. Configure the plan by setting:
   
   1. Title, provide a title of the Plan
   2. Description, provide a description of what the plan is for
   3. Category, for each colour as needed, add the text that will be shown
   4. Enabled for create instance action, if set to Yes this will be created when the workspace is requested using this Service Definition.
   5. Enable for create plan action, if set to Yes this template will be available for the 'Create Planner Plan' Action. To read more about actions read the Managing Actions article.
      
3. Click Save to save the plan
   
4. Click Save 
   
   

Add Buckets to the Planner Plan 

1. Click +New Bucket and configure
   
   1. Name of the bucket as it will appear in the plan
   2. Description of what the bucket is for
   3. 'Enabled for create instance action' must be set to Yes for the bucket to be created when the workspace is created
   4. 'Enable for create bucket action' is not yet available and will default to No
      
2. Save the Service Definition

Configure Initial Tasks 

1. Click on 'No initial tasks' shown in the Bucket created before. Once Tasks have been saved the number of tasks will be shown instead of no.
2. Click +New Task 
3. Configure the task:
   
   1. Title, as it will be seen in the Planner list
   2. Description, this will be shown in the noted field and can only have a maximum of 1024 characters.
   3. Start and End Date, define the start and end date, request variables or date fields
   4. Progress, add a number between 1 and 100
   5. Priority, add a number between 1 and 10 

      Number range	Recommended Value	Value applied
      0 to 1	1	Urgent
      2 to 4	3	Important!
      5 to 7	5	Medium
      8 to 10	9	Low

   1. Card preview type, select the preview option from the list 
   2. Assign to, add who the task will be assigned, use tags that you have created, they must be a person or group type to work here.
   3. Add Checklist items if required
      
      1. Set the order of the checklist
      2. Set if they should be checked or not using 1, True or Yes for checked or 0, False or No for unchecked
   4. Add any references that are required using Urls
4. Click Save
5. Add other Tasks as required. The order of the tasks will be the order of creation. Click and drag the tasks to change the order.
6. Click Done
7. Click Save on the Service Definition.

NOTE: For the example shown,
{Project Start} is a request form date field, that has been completed at the time of the request.
{Project Start +2} is a Request variable set up to add 2 days to the Project Start date.

{Project Owner} is a person request form field, that has been completed at the time of the request.