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Planview Customer Success Center

Creating a Tap

For an introduction to TeamTap, click here.

To create a Tap in Planview IdeaPlace NextGen:

1. From the Home page, click TeamTap on the black menu bar.

On the TeamTap home page, existing Taps will appear in Tiles. Eight Taps will load initially. If you click the Load More Taps link at the bottom of the page, eight additional Taps will appear. 

2. Enter Tap title on the TeamTap Home page, select a Category, and click the Continue button.

3. Select image.

4. Click Post your Tap