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To open an existing plan, go to your Business Sorter dashboard, locate the plan you want to view, and click on the ‘>’ >button in the plan summary.

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Your plan is presented in a concertina format. To view an area, e.g., ‘Sales’, click the ‘+’ symbol on the right-hand side of the concertina bar.

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If you want to clear away completed tasks, you can either delete them permanently (see diagram above), or hide them temporarily by clicking the ‘✓’ button in the top right-hand corner of the page (see below).

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Some tips include additional relevant material. For instance, there are links to Business Sorter articles and templates, links to informative third-party websites, as well as recommended books and articles. When you click on the green ‘ℹ︎’ symbols, a pop-up window will open, like this:

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