Tips & Tricks

Various tips and tricks from users. Vote for the most helpful tips.

Cheat Sheet - for community managers
CHEAT SHEET for PlanSocial Community Managers (Scan the words in bold for quick tips!) You can search the helpdesk for particular words or phrases a...
Fri, 27 Nov, 2020 at 12:57 PM
Tips for a successful Christmas or Summer fair event using PlanSocial
Tips for a successful fair event using PlanSocial We highly recommend you watch this video before you set up a big and complicated event on PlanSocial...
Fri, 27 Nov, 2020 at 1:08 PM
Reporting an issue to Support?
Reporting an issue to Support? If you are having trouble accessing any PlanSocial features, it could be that you don't have the latest browser ve...
Mon, 28 Sep, 2020 at 11:25 AM
How to quickly copy a stall rota (activity) - in pictures!
How to quickly copy a stall rota (activity)
Thu, 24 Nov, 2016 at 10:36 AM
Are you still double-clicking?
If you double-click a link or button, it's quite possible you will see an error. That's because you are effectively doing that action twice, silly...
Fri, 16 May, 2014 at 6:21 PM
How to make the message text box BIGGER!
When you're writing a long message post, it gets kind of annoying only being able to see two lines of your message, right? So here's how to make...
Thu, 16 Jun, 2016 at 2:22 PM
Try shorter rota slots -- go on, try it!
Many PTA committee members and volunteering enthusiasts fall into the trap of thinking that it's not too much trouble to run a fair stall single-handed...
Sun, 22 Jun, 2014 at 5:30 AM
How to explain PTAsocial to Event Managers
When you invite somebody and assign them as a manager of an Event, when they next visit the event page in the app they will be shown the following video exp...
Fri, 1 Apr, 2016 at 11:15 AM
Reply to an Event Manager
When an event message wall post is emailed out to the community, if the sender has a profile picture this will show in the message signature. People on the ...
Fri, 16 May, 2014 at 6:21 PM
Limiting the number of volunteers on a task
Now maybe this doesn't happened very often ;) but... if you want to set a maximum for the number of volunteers on a task, you can! This means once enou...
Fri, 16 May, 2014 at 6:21 PM