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User Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Checklists and To-dos
Checklists are independent of other features of Plan and you can use checklists to maintain lists of to-dos for yourself or any other user.
Checklists
You can use a Checklist to create and maintain a list of to-dos for yourself or for another user.
Viewing Checklists and Checklist info
You can view the checklists that you created or the checklists shared with you.
Viewing Assigned Checklists
You can assign, or share, a Checklist with another user.

User Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Introduction
  Unica Plan is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Unica Plan to get a comprehensive and holistic view of all marketing projects across your company.
- Common tasks
- Plans
  Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
- Programs
  Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
- Projects
  A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
- Workflows
  To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
- Approvals
  An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
- People and teams
  In Unica Plan, you assign work to teams or individual users.
- Calendar
  Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.
- Grids
  A grid is a spreadsheet-like presentation of data. Grids allow Unica Plan users to store all campaign- and project-related data within the project.
- Marketing objects
  A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).
- Assets and asset libraries
  Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Budgets
  In Unica Plan, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Unica Plan tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
- Invoices
  In Unica Plan, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
- Accounts
  A top-level Unica Plan account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.
- Metrics
  Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
- Reports
  By default, Unica Plan provides a set of predefined reports and dashboard components. The Unica Plan reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.
- Searches
  You can perform simple and advanced searches in Unica Plan.
- Alerts and the message board
  You can use alerts and the message board both to communicate information to other users of Unica Plan. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.
- Reading a message on the message board
  You can read messages that were previously posted to the message board, if you have permission to view that object. Messages can be posted for plans, programs, projects, assets, accounts, approvals, or invoices.
- Checklists and To-dos
  Checklists are independent of other features of Plan and you can use checklists to maintain lists of to-dos for yourself or any other user.
  - To-dos
    To-dos are items in a checklist. To-do is a task or an activity that you must perform.
  - Checklists
    You can use a Checklist to create and maintain a list of to-dos for yourself or for another user.
    - Creating Checklists
      Create a checklist to maintain a list of To-dos for a particular activity.
    - Viewing Checklists and Checklist info
      You can view the checklists that you created or the checklists shared with you.
      - Viewing Assigned Checklists
        You can assign, or share, a Checklist with another user.
    - Searching a Checklist
      You can only search for Checklists that exist on your My Board panel.
    - Adding To-dos to a Checklist
      You can either create to-dos and add it to a checklist, or you can directly add to-dos inside a checklist.
    - Searching for To-dos in a Checklist
      Instead of using the common search for To-dos, you can search for To-dos in a specific Checklist.
    - Editing a Checklist
      You can make modifications to a checklist. When modifying a checklist, you can share the checklist with another user.
    - Copying a Checklist
      You can make a copy of an existing checklist with all settings intact.
    - Deleting a Checklist
      You can delete a checklist with all the To-dos.
    - Setting Checklist preferences
      You can set your preferences for Checklists displayed on My board.

Viewing Assigned Checklists

You can assign, or share, a Checklist with another user.

About this task

To share a checklist with another user, complete the following steps:

Procedure

On the Cheklists page, in My board section, locate the required checklist tile. If required, use the Search for Checklist on Board bar to locate the checklist.
After locating the required checklist, inside the checklist tile, select > .
The Edit Checklist dialog appears.
In the Shared with: field, select the user you wish to assign, or share, the Checklist.
Click Save.
The user, to to whom the Checklist is assigned to, will have a notification on the Cheklists page, beside My board.
The user must select View checklist.
The View Checklist page appears and the assigned Checklist appears in the Checklist assigned to you section.
If required, the user can drag-and-drop the Checklists to their My board if it has less than 10 Checklists. If there are more than 10 Checklists, the user must first remove the required number of Checklists, and drag-and-drop the assigned Checklists to their My board.

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