Can we attach/import/export files in the Consultant Planner?
I would love to be able to share lesson plans (bring new consultant up to speed when existing consultant moves on to new calling, etc.), as well as create standard template as starting place to then modify for individual lesson plans.
Answers
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That is a great idea. It looks like the only thing you can do now is download it and email it to the new consultant. One thing I would suggest you do, is when you are in the consultant planner, click on the Feedback at the bottom of the page and share your suggestion with FamilySearch.
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What about using copy and paste either to copy the lesson to a word document and send it to a new consultant or create a template in word. Then consultants copy and paste it to the planner. I recognize those are work arounds. It would be great if the ability to use templates or attach files.
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How about copying and pasting it into a Google Doc so you can share it with the other consultant as well as the member you are helping?
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What do you mean by standard templates. What type of template?
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Blair - the lesson plan in the Consultant Planner is a type of template. All the boxes to fill in make it a template. The original poster wants to create a different template that has places to put what he wants to have and then be able to add the standard lesson template. Carol - You have a great suggestion about Google Docs except not everyone is familiar with it. Cynthia - what you do is what I do at present when asked.
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