--- title: Creating and Managing Support Plans  description: Creating and Managing Support Plans - How do I create, assign, and manage support plans in Elate? --- [Skip to content](https://hello.elateuk.com/resources/creating-and-managing-support-plans-how-do-i-create-assign-and-manage-support-plans-in-elate-#main-content) [Create support ticket](https://hello.elateuk.com/resources/kb-tickets/new?hsLang=en-gb) ![Elate Logo](https://hello.elateuk.com/hs-fs/hubfs/Elate%20Logo%20Full%20colour%20smaller-1.png?width=150&height=53&name=Elate%20Logo%20Full%20colour%20smaller-1.png) - [Main website](https://www.elateuk.com/) - [Product Updates](https://hello.elateuk.com/resources/product-updates) - [Blog](https://www.elateuk.com/blog) Open main navigation Close main navigation - [Main website](https://www.elateuk.com/) - [Product Updates](https://hello.elateuk.com/resources/product-updates) - [Blog](https://www.elateuk.com/blog) - [Create support ticket](https://hello.elateuk.com/resources/kb-tickets/new) - Contact us Contact us How can we help? - There are no suggestions because the search field is empty. 1. [Elate Resources](https://hello.elateuk.com/resources?hsLang=en-gb) 2. [Account & Setup](https://hello.elateuk.com/resources/account-setup?hsLang=en-gb) 26 August 2025 # Creating and Managing Support Plans  ## Learn to create detailed support plans tailored to client needs, assign tasks, and schedule activities efficiently. ### **Creating a New Support Plan** 1. **Access the Support Recipient's Profile** Navigate to the **Support Plan** tab within the recipient’s profile dashboard. 2. **Click “Create Support Plan”** - Select a support type from the dropdown menu. - Add relevant tasks, define goals, and set the priority level. - Click **“Add”** after entering each support type. - Repeat as needed to build a comprehensive plan. 3. **Review and Finalise** - Once all support types are added, click **“Review Plan.”** - Set the overall **priority** and **review date**. - Click **“Save and Continue”** to finalise the plan. #### **Important Note: Support Activity Prompt** After saving a new support plan, you may be prompted to set up a support activity. This is optional. To skip, click **“Exit”** at the bottom left and follow the prompt to cancel. You’ll return to the Support Plan dashboard. --- ### **Understanding the Support Plan Dashboard** - Each plan displays a **summary panel** on the right when clicked. - You’ll see: - **Associated goals and tasks** - **Scheduled status**: - *Green indicator* = linked to a scheduled activity - *Grey indicator* = not yet scheduled - **Active/Inactive** status - **Total task count** --- ### **Managing an Existing Support Plan** Use the **“Actions”** menu on the right-hand panel to manage each plan: - **Review**: Add or remove support types or update tasks. Once changes are made, click **“Review Plan”**, then **“Save and Continue.”** - **Duplicate**: Creates a copy of the selected plan. The duplicated plan will appear at the top of the list with all the same support types, tasks, and details, but will not be connected to any scheduled activities. - **Delete**: Permanently removes the plan. A confirmation prompt will appear. *Note: Deleted plans cannot be recovered.*   **🎥 Watch the step-by-step video guide below for a visual walkthrough of this process.**   - [Getting started](https://hello.elateuk.com/resources/getting-started?hsLang=en-gb) - [Account & Setup](https://hello.elateuk.com/resources/account-setup?hsLang=en-gb) - [Product Updates](https://hello.elateuk.com/resources/product-updates?hsLang=en-gb) - [FAQs](https://hello.elateuk.com/resources/faqs?hsLang=en-gb) - [Terms & Conditions](https://www.elateuk.com/legal/business-terms-and-conditions) - [Privacy Policy](https://www.elateuk.com/legal/privacy) - [GDPR](https://www.elateuk.com/legal/gdpr) - [Cookie Policy](https://www.elateuk.com/legal/cookies) [![Elate Logo](https://hello.elateuk.com/hs-fs/hubfs/Elate%20Logo%20For%20google-2.png?width=150&height=62&name=Elate%20Logo%20For%20google-2.png "Elate Logo")](https://www.elateuk.com/) © Copyright 2025. Elate. All Rights Reserved | Powered by Cross Digital [mailto:info@elateuk.com](mailto:info@elateuk.com)