yoda-mcp

# Planner MCP User Manual ## Table of Contents 1. [Introduction](#introduction) 2. [Getting Started](#getting-started) 3. [User Interface Overview](#user-interface-overview) 4. [Creating Plans](#creating-plans) 5. [Managing Plans](#managing-plans) 6. [Quality and Enhancement](#quality-and-enhancement) 7. [Team Collaboration](#team-collaboration) 8. [Advanced Features](#advanced-features) 9. [Settings and Configuration](#settings-and-configuration) 10. [Troubleshooting](#troubleshooting) ## Introduction Welcome to Planner MCP, the world's most advanced planning platform. This user manual provides comprehensive guidance for using all features and capabilities of the system. ### Who This Manual Is For This manual is designed for: - **New Users**: Getting started with their first plans - **Experienced Users**: Learning advanced features and optimization - **Team Leaders**: Managing collaborative planning projects - **Administrators**: Configuring organizational settings - **Developers**: Integrating with APIs and webhooks ### System Requirements **Minimum Requirements:** - Modern web browser (Chrome 90+, Firefox 88+, Safari 14+, Edge 90+) - Internet connection (broadband recommended) - Screen resolution: 1024x768 or higher **Recommended:** - High-speed internet connection - Screen resolution: 1920x1080 or higher - Latest browser versions for optimal experience ## Getting Started ### Account Creation 1. **Visit the Dashboard** - Go to [dashboard.planner-mcp.example.com](https://dashboard.planner-mcp.example.com) - Click "Sign Up" in the top right corner 2. **Choose Registration Method** - **Email Registration**: Enter email and create password - **Social Login**: Use Google, GitHub, or Microsoft accounts - **SSO**: Enterprise users can use single sign-on 3. **Verify Your Account** - Check email for verification link - Click link to activate account - Complete profile setup 4. **Select Subscription** - Choose appropriate pricing tier - Start with 14-day free trial if available - Enter payment information for paid tiers ### First Login Upon first login, you'll see the welcome tour: - **Dashboard Overview**: Introduction to main features - **Plan Creation Wizard**: Step-by-step first plan creation - **Resource Center**: Links to documentation and support - **Quick Settings**: Basic configuration options ### Profile Setup Complete your profile for better plan personalization: - **Basic Information**: Name, role, organization - **Technical Preferences**: Preferred technologies and frameworks - **Experience Level**: Your expertise in different areas - **Notification Preferences**: How you want to receive updates ## User Interface Overview ### Dashboard Layout The main dashboard consists of several key areas: ``` ┌─────────────────────────────────────────────────────────┐ │ Top Navigation │ ├─────────────────────────────────────────────────────────┤ │ Sidebar │ Main Content Area │ │ │ │ │ - Plans │ ┌─────────────────────────────────────┐ │ │ - Team │ │ Active Plans │ │ │ - Stats │ │ │ │ │ - Help │ │ [Plan 1] [Plan 2] [Plan 3] │ │ │ │ │ │ │ │ │ └─────────────────────────────────────┘ │ │ │ │ │ │ ┌─────────────────────────────────────┐ │ │ │ │ Quick Actions │ │ │ │ │ │ │ │ │ │ [+ New Plan] [Templates] [Import] │ │ │ │ └─────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────┘ ``` ### Navigation Elements #### Top Navigation Bar - **Logo**: Returns to main dashboard - **Search**: Find plans, templates, and team members - **Notifications**: System alerts and plan updates - **User Menu**: Profile, settings, logout #### Sidebar Menu - **Plans**: View and manage all plans - **Templates**: Access plan templates - **Team**: Collaborate with team members - **Analytics**: View usage and quality statistics - **Integrations**: Manage third-party connections - **Settings**: Account and organization settings - **Help**: Documentation and support #### Main Content Area - **Plan Cards**: Visual representation of plans - **Action Buttons**: Quick access to common tasks - **Status Indicators**: Plan progress and quality scores - **Filter Controls**: Sort and filter plans ### Plan Card Elements Each plan is represented by a card showing: - **Title**: Plan name and description - **Quality Score**: Visual indicator (0-100) - **Quality Tier**: Badge showing tier level - **Status**: Creation status and progress - **Last Modified**: Timestamp of last update - **Actions**: Quick actions menu ### Status Indicators **Plan Status:** - 🟢 **Complete**: Plan finished and validated - 🟡 **In Progress**: Plan being created or enhanced - 🔴 **Failed**: Plan creation encountered errors - ⏸️ **Paused**: Plan creation temporarily stopped - 🔄 **Enhancing**: Plan being automatically improved **Quality Indicators:** - 🏆 **World-Class**: 81-100 score - 🏢 **Enterprise**: 61-80 score - 💼 **Professional**: 41-60 score - 📋 **Standard**: 21-40 score - 📝 **Basic**: 0-20 score ## Creating Plans ### Plan Creation Methods #### Method 1: Quick Create For simple, straightforward plans: 1. Click "New Plan" button 2. Enter title and basic requirements 3. Select complexity level 4. Click "Create Plan" #### Method 2: Guided Wizard For comprehensive plans with detailed requirements: 1. Click "New Plan" → "Use Wizard" 2. Follow step-by-step guided process 3. Provide detailed requirements and context 4. Review and create plan #### Method 3: Template-Based Start from existing templates: 1. Go to "Templates" section 2. Browse available templates 3. Select appropriate template 4. Customize requirements 5. Create plan from template #### Method 4: Import from File Import requirements from external files: 1. Click "Import Plan" 2. Select file (JSON, YAML, or text) 3. Review imported requirements 4. Adjust and create plan ### Plan Creation Wizard #### Step 1: Basic Information ``` ┌─────────────────────────────────────────┐ │ Basic Information │ ├─────────────────────────────────────────┤ │ Plan Title: [ ]│ │ Description: [ ]│ │ [ ]│ │ [ ]│ │ │ │ Complexity: ○ Simple ● Moderate │ │ ○ Complex ○ Enterprise │ │ │ │ Deadline: [2024-03-15] (optional) │ └─────────────────────────────────────────┘ ``` #### Step 2: Requirements Definition ``` ┌─────────────────────────────────────────┐ │ Requirements │ ├─────────────────────────────────────────┤ │ Functional Requirements: │ │ • [User authentication system ]│ │ • [Task CRUD operations ]│ │ • [Real-time notifications ]│ │ • [+ Add Requirement] │ │ │ │ Non-Functional Requirements: │ │ • [Support 1000+ concurrent users ]│ │ • [< 2 second response time ]│ │ • [99.9% uptime availability ]│ │ • [+ Add Requirement] │ └─────────────────────────────────────────┘ ``` #### Step 3: Context and Constraints ``` ┌─────────────────────────────────────────┐ │ Context & Constraints │ ├─────────────────────────────────────────┤ │ Technology Preferences: │ │ ☑ React ☑ Node.js ☑ PostgreSQL │ │ ☐ Vue.js ☐ Python ☐ MongoDB │ │ ☐ Angular ☐ Java ☐ MySQL │ │ │ │ Team Information: │ │ Team Size: [3] developers │ │ Experience: ● Intermediate │ │ ○ Beginner ○ Expert │ │ │ │ Budget: [$50,000] (optional) │ │ Timeline: [12 weeks] (optional) │ └─────────────────────────────────────────┘ ``` #### Step 4: Quality Requirements ``` ┌─────────────────────────────────────────┐ │ Quality Requirements │ ├─────────────────────────────────────────┤ │ Target Quality: ● Professional │ │ ○ Standard ○ Enterprise │ │ ○ World-Class │ │ │ │ Focus Areas: │ │ ☑ Security ☑ Performance │ │ ☑ Scalability ☐ Innovation │ │ ☐ Compliance ☐ Accessibility │ │ │ │ Special Requirements: │ │ [Compliance with SOC2 standards ]│ │ [Mobile-first responsive design ]│ └─────────────────────────────────────────┘ ``` #### Step 5: Review and Create ``` ┌─────────────────────────────────────────┐ │ Review Your Plan │ ├─────────────────────────────────────────┤ │ Title: Task Management Application │ │ Complexity: Moderate │ │ Requirements: 8 functional, 3 non-func │ │ Technologies: React, Node.js, PostgreSQL│ │ Quality Target: Professional │ │ Estimated Time: 15-30 seconds │ │ │ │ ┌─────────────┐ ┌─────────────┐ │ │ │ Cancel │ │ Create Plan │ │ │ └─────────────┘ └─────────────┘ │ └─────────────────────────────────────────┘ ``` ### Requirements Writing Best Practices #### Effective Requirement Structure ``` Good Requirement Format: "As a [user type], I want to [action] so that [benefit]" Examples: ✅ "As a project manager, I want to create task categories so that I can organize work by project phase" ✅ "As a team member, I want to receive email notifications when tasks are assigned to me so that I can respond promptly" ✅ "The system shall support 1000 concurrent users with < 2 second response time" ``` #### Common Requirement Mistakes ``` ❌ Vague: "Make it user-friendly" ❌ Technical: "Use React hooks for state management" ❌ Unrealistic: "Should never have any bugs" ❌ Incomplete: "Add authentication" ✅ Specific: "Implement OAuth2 authentication with Google and GitHub providers" ✅ Measurable: "Support 95% of user tasks completed in under 3 clicks" ✅ Achievable: "Maintain 99.5% uptime during business hours" ✅ Complete: "Include password reset functionality with email verification" ``` ### Plan Creation Progress During plan creation, you'll see real-time progress: ``` ┌─────────────────────────────────────────┐ │ Creating Your Plan │ ├─────────────────────────────────────────┤ │ │ │ ████████████████████░░░░░░ 75% │ │ │ │ Current Status: │ │ ✅ Analyzing requirements │ │ ✅ Coordinating MCP servers │ │ ✅ Generating architecture │ │ 🔄 Validating quality standards │ │ ⏳ Applying enhancements │ │ │ │ Estimated Time Remaining: 8 seconds │ └─────────────────────────────────────────┘ ``` ### Plan Creation Results Upon completion, you'll see the plan summary: ``` ┌─────────────────────────────────────────┐ │ Plan Created Successfully! │ ├─────────────────────────────────────────┤ │ │ │ Title: Task Management Application │ │ Plan ID: plan_abc123def456 │ │ │ │ Quality Score: 92/100 🏆 │ │ Quality Tier: ENTERPRISE │ │ │ │ Creation Time: 28.5 seconds │ │ Pages Generated: 12 │ │ │ │ ┌─────────────┐ ┌─────────────┐ │ │ │ View Plan │ │ Share │ │ │ └─────────────┘ └─────────────┘ │ └─────────────────────────────────────────┘ ``` ## Managing Plans ### Plan List View The plan list provides an overview of all your plans: ``` ┌─────────────────────────────────────────────────────────┐ │ My Plans │ ├─────────────────────────────────────────────────────────┤ │ [Search Plans...] [Filter ▼] [Sort ▼] │ ├─────────────────────────────────────────────────────────┤ │ │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ 🏆 Task Management App Score: 92/100 │ │ │ │ Created: 2024-01-15 Modified: 2h ago│ │ │ │ Status: Complete [View] [Edit] [Share] [⋮] │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ 🏢 E-commerce Platform Score: 78/100 │ │ │ │ Created: 2024-01-12 Modified: 1d ago│ │ │ │ Status: Enhancing [View] [Edit] [Share] [⋮] │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────┘ ``` ### Plan Detail View Clicking on a plan opens the detailed view: #### Plan Header ``` ┌─────────────────────────────────────────────────────────┐ │ ← Back to Plans Task Management Application │ ├─────────────────────────────────────────────────────────┤ │ Quality Score: 92/100 🏆 ENTERPRISE │ │ Created: January 15, 2024 at 2:30 PM │ │ Last Modified: 2 hours ago │ │ │ │ [⚡ Enhance] [📤 Export] [👥 Share] [⚙️ Settings] [⋮ More] │ └─────────────────────────────────────────────────────────┘ ``` #### Plan Navigation ``` ┌─────────────────────────────────────────────────────────┐ │ 📋 Overview 🏗️ Architecture 📝 Implementation │ │ 🧪 Testing 🚀 Deployment │ └─────────────────────────────────────────────────────────┘ ``` #### Plan Content The plan content is organized into collapsible sections: - **Executive Summary**: High-level overview and key points - **Architecture**: System design and technical approach - **Implementation Plan**: Detailed development steps - **Quality Assurance**: Testing and validation strategies - **Deployment**: Release and operational procedures - **Timeline**: Project phases and milestones - **Resources**: Team requirements and skill needs - **Risk Assessment**: Potential issues and mitigation - **Recommendations**: Expert suggestions and best practices ### Plan Actions #### View Actions - **Full Screen**: Distraction-free reading mode - **Print View**: Optimized for printing - **Presentation Mode**: Present plan to stakeholders - **Mobile View**: Optimized for mobile devices #### Export Options ``` ┌─────────────────────────────────────────┐ │ Export Plan │ ├─────────────────────────────────────────┤ │ Format: │ │ ○ PDF (Recommended) │ │ ○ Microsoft Word (.docx) │ │ ○ Markdown (.md) │ │ ○ JSON (API format) │ │ ○ HTML (Web page) │ │ │ │ Include: │ │ ☑ Executive summary │ │ ☑ Full implementation details │ │ ☑ Code examples and snippets │ │ ☑ Architecture diagrams │ │ ☐ Internal quality metrics │ │ │ │ [Cancel] [Export Plan] │ └─────────────────────────────────────────┘ ``` #### Sharing Options ``` ┌─────────────────────────────────────────┐ │ Share Plan │ ├─────────────────────────────────────────┤ │ Share with specific people: │ │ Email: [ ] │ │ Permission: [View ▼] [Add Person] │ │ │ │ Team sharing: │ │ ☑ Share with my team (5 people) │ │ ☑ Allow team members to comment │ │ ☐ Allow team members to edit │ │ │ │ Public sharing: │ │ ☐ Create public link │ │ ☐ Allow public comments │ │ │ │ [Cancel] [Share Plan] │ └─────────────────────────────────────────┘ ``` ### Plan Organization #### Folders and Tags ``` ┌─────────────────────────────────────────┐ │ Organize Plans │ ├─────────────────────────────────────────┤ │ Folders: │ │ 📁 Client Projects (3) │ │ 📁 Personal Projects (2) │ │ 📁 Research & Development (1) │ │ 📁 Archive (8) │ │ │ │ Tags: │ │ 🏷️ React (4) 🏷️ Node.js (3) │ │ 🏷️ Mobile (2) 🏷️ Enterprise (5) │ │ 🏷️ Startup (1) 🏷️ E-commerce (2) │ │ │ │ [+ New Folder] [Manage Tags] │ └─────────────────────────────────────────┘ ``` #### Search and Filtering ``` ┌─────────────────────────────────────────┐ │ [🔍 Search plans, requirements, content]│ ├─────────────────────────────────────────┤ │ Filters: │ │ Quality: [All ▼] │ │ Status: [All ▼] │ │ Date: [All time ▼] │ │ Tags: [Select tags ▼] │ │ │ │ Sort by: [Last modified ▼] │ │ │ │ [Clear Filters] [Save Filter] │ └─────────────────────────────────────────┘ ``` ## Quality and Enhancement ### Understanding Quality Scores Quality scores are calculated across multiple dimensions: #### Quality Breakdown View ``` ┌─────────────────────────────────────────┐ │ Quality Analysis │ ├─────────────────────────────────────────┤ │ Overall Score: 92/100 🏆 ENTERPRISE │ │ │ │ Completeness: ████████████ 95% │ │ Technical Accuracy: ████████████ 90% │ │ Best Practices: ███████████░ 88% │ │ Implementation: ████████████ 94% │ │ Security: █████████░░░ 85% │ │ Performance: ████████░░░░ 80% │ │ Scalability: ███████████░ 87% │ │ Documentation: █████████████ 96% │ │ │ │ [View Details] [Request Enhancement] │ └─────────────────────────────────────────┘ ``` ### Plan Enhancement #### Automatic Enhancement ``` ┌─────────────────────────────────────────┐ │ Enhance Your Plan │ ├─────────────────────────────────────────┤ │ Current Score: 78/100 (Enterprise) │ │ Target Score: 85/100 (World-Class) │ │ │ │ Enhancement Focus: │ │ ☑ Improve security implementation │ │ ☑ Add performance optimization │ │ ☑ Enhance error handling │ │ ☐ Add accessibility features │ │ ☐ Include monitoring and logging │ │ │ │ Estimated Enhancement Time: 45 seconds │ │ │ │ [Cancel] [Enhance Plan] │ └─────────────────────────────────────────┘ ``` #### Enhancement Results ``` ┌─────────────────────────────────────────┐ │ Enhancement Complete! │ ├─────────────────────────────────────────┤ │ ✅ Plan successfully enhanced │ │ │ │ Score Improvement: 78 → 87 (+9 points) │ │ New Tier: 🏆 WORLD-CLASS │ │ │ │ Improvements Made: │ │ • Added comprehensive security audit │ │ • Included performance monitoring │ │ • Enhanced error handling strategy │ │ • Added code quality metrics │ │ │ │ [View Enhanced Plan] [Share Results]│ └─────────────────────────────────────────┘ ``` ### Quality Feedback #### Plan Rating ``` ┌─────────────────────────────────────────┐ │ Rate This Plan │ ├─────────────────────────────────────────┤ │ How satisfied are you with this plan? │ │ │ │ ⭐⭐⭐⭐⭐ Excellent │ │ ⭐⭐⭐⭐☆ Good │ │ ⭐⭐⭐☆☆ Average │ │ ⭐⭐☆☆☆ Poor │ │ ⭐☆☆☆☆ Very Poor │ │ │ │ What could be improved? │ │ [ ]│ │ [ ]│ │ │ │ [Skip] [Submit] │ └─────────────────────────────────────────┘ ``` ## Team Collaboration ### Team Management #### Team Overview ``` ┌─────────────────────────────────────────┐ │ My Team │ ├─────────────────────────────────────────┤ │ Organization: Acme Corporation │ │ Team Size: 8 members │ │ Active Plans: 12 │ │ Shared Plans: 24 │ │ │ │ ┌─────────────────────────────────────┐ │ │ │ 👤 John Smith (Admin) │ │ │ │ 📧 john@acme.com │ │ │ │ 📊 15 plans created this month │ │ │ │ [View Profile] [Manage] │ │ │ └─────────────────────────────────────┘ │ │ │ │ [+ Invite Member] [Team Settings] │ └─────────────────────────────────────────┘ ``` #### Invite Team Members ``` ┌─────────────────────────────────────────┐ │ Invite Team Members │ ├─────────────────────────────────────────┤ │ Email Addresses: │ │ [teammate1@company.com ] │ │ [teammate2@company.com ] │ │ [+ Add Another] │ │ │ │ Role: │ │ ○ Viewer - Can view shared plans │ │ ● Member - Can create and edit plans │ │ ○ Admin - Full team management │ │ │ │ Welcome Message: │ │ [Welcome to our planning team! We use ]│ │ [Planner MCP for all project planning. ]│ │ │ │ [Cancel] [Send Invites] │ └─────────────────────────────────────────┘ ``` ### Collaborative Planning #### Real-time Collaboration When multiple team members work on a plan: ``` ┌─────────────────────────────────────────┐ │ 👥 2 team members are viewing this plan │ │ • John Smith (editing requirements) │ │ • Sarah Johnson (viewing implementation)│ └─────────────────────────────────────────┘ ``` #### Comments and Discussions ``` ┌─────────────────────────────────────────┐ │ Plan Comments │ ├─────────────────────────────────────────┤ │ 💬 John Smith - 2 hours ago │ │ "Should we consider using microser- │ │ vices for the backend architecture?" │ │ [Reply] [👍 2] [❤️ 1] │ │ │ │ 💬 Sarah Johnson - 1 hour ago │ │ "Good point! I've updated the archi- │ │ tecture section to include microser- │ │ vice patterns." │ │ [Reply] [👍 1] │ │ │ │ [Add Comment...] │ └─────────────────────────────────────────┘ ``` #### Plan Approval Workflow ``` ┌─────────────────────────────────────────┐ │ Approval Workflow │ ├─────────────────────────────────────────┤ │ Status: Pending Approval │ │ │ │ Reviewers: │ │ ✅ John Smith (Technical Lead) - Approved│ │ ⏳ Sarah Johnson (Project Manager) - Pending│ │ ❌ Mike Davis (Security) - Changes Requested│ │ │ │ Comments: │ │ "Need to add security audit checklist" │ │ │ │ [Request Changes] [Approve] [Withdraw] │ └─────────────────────────────────────────┘ ``` ### Team Templates #### Shared Templates ``` ┌─────────────────────────────────────────┐ │ Team Templates │ ├─────────────────────────────────────────┤ │ 📋 Web Application Template │ │ Created by: John Smith │ │ Used: 12 times │ │ [Use Template] [Edit] [Share] │ │ │ │ 📋 Mobile App Template │ │ Created by: Sarah Johnson │ │ Used: 8 times │ │ [Use Template] [Edit] [Share] │ │ │ │ 📋 API Service Template │ │ Created by: Team Admin │ │ Used: 15 times │ │ [Use Template] [Edit] [Share] │ │ │ │ [+ Create Template] [Manage All] │ └─────────────────────────────────────────┘ ``` ## Advanced Features ### API Integration #### API Key Management ``` ┌─────────────────────────────────────────┐ │ API Settings │ ├─────────────────────────────────────────┤ │ Current API Key: │ │ pk_live_Ab3dEf6gH9iJkL2mN5oPqR7sT │ │ [👁️ Show] [📋 Copy] [🔄 Regenerate] │ │ │ │ Usage This Month: │ │ 1,247 / 5,000 requests (24.9%) │ │ │ │ Rate Limits: │ │ • 100 requests per minute │ │ • 5,000 requests per month │ │ │ │ [View Documentation] [Upgrade Plan] │ └─────────────────────────────────────────┘ ``` #### Webhook Configuration ``` ┌─────────────────────────────────────────┐ │ Webhooks │ ├─────────────────────────────────────────┤ │ Endpoint URL: │ │ [https://api.myapp.com/planner-webhook ]│ │ │ │ Events: │ │ ☑ Plan Created ☑ Plan Completed │ │ ☑ Plan Updated ☐ Plan Shared │ │ ☑ Quality Updated ☐ Plan Deleted │ │ │ │ Secret Key: [Auto-generated...........] │ │ │ │ Status: ✅ Active (last ping: 2 min ago)│ │ │ │ [Test Webhook] [Save] [Delete] │ └─────────────────────────────────────────┘ ``` ### Automation and Integrations #### Third-Party Integrations ``` ┌─────────────────────────────────────────┐ │ Integrations │ ├─────────────────────────────────────────┤ │ ✅ Jira │ │ Sync plans to Jira projects │ │ [Configure] [Disconnect] │ │ │ │ ✅ Slack │ │ Plan notifications in #dev-team │ │ [Configure] [Disconnect] │ │ │ │ ❌ GitHub │ │ Create repositories from plans │ │ [Connect] [Learn More] │ │ │ │ ❌ Figma │ │ Import design requirements │ │ [Connect] [Learn More] │ │ │ │ [Browse All Integrations] │ └─────────────────────────────────────────┘ ``` #### Automated Workflows ``` ┌─────────────────────────────────────────┐ │ Automated Workflows │ ├─────────────────────────────────────────┤ │ 🤖 Auto-enhance low quality plans │ │ When: Quality score < 70 │ │ Action: Request automatic enhancement│ │ [✅ Enabled] [Configure] │ │ │ │ 🤖 Notify team of completed plans │ │ When: Plan status = completed │ │ Action: Post to Slack #dev-team │ │ [✅ Enabled] [Configure] │ │ │ │ 🤖 Create Jira tickets from plans │ │ When: Plan approved by team lead │ │ Action: Create epic and user stories │ │ [❌ Disabled] [Configure] │ │ │ │ [+ Create Workflow] │ └─────────────────────────────────────────┘ ``` ### Analytics and Insights #### Personal Analytics ``` ┌─────────────────────────────────────────┐ │ Your Analytics │ ├─────────────────────────────────────────┤ │ This Month: │ │ • 15 plans created │ │ • 92.3 average quality score │ │ • 3.2 minutes average creation time │ │ • 12 plans shared with team │ │ │ │ Quality Trend: 📈 +5.2 points │ │ Most Used Tags: React, Node.js, API │ │ Best Performing Plan: E-commerce (98) │ │ │ │ [View Detailed Report] [Export Data] │ └─────────────────────────────────────────┘ ``` #### Team Analytics ``` ┌─────────────────────────────────────────┐ │ Team Analytics │ ├─────────────────────────────────────────┤ │ Team Performance (Last 30 days): │ │ • 47 total plans created │ │ • 87.1 average quality score │ │ • 8 team members active │ │ • 156 collaborative comments │ │ │ │ Top Performers: │ │ 1. Sarah Johnson (12 plans, 94.2 avg) │ │ 2. John Smith (10 plans, 91.8 avg) │ │ 3. Mike Davis (9 plans, 89.3 avg) │ │ │ │ [View Full Report] [Schedule Report] │ └─────────────────────────────────────────┘ ``` ## Settings and Configuration ### Account Settings #### Profile Information ``` ┌─────────────────────────────────────────┐ │ Profile Settings │ ├─────────────────────────────────────────┤ │ Full Name: [John Smith ] │ │ Email: [john.smith@company.com ] │ │ Role: [Senior Developer ] │ │ Organization: [Acme Corporation ] │ │ │ │ Profile Picture: │ │ [👤] [Upload New] [Remove] │ │ │ │ Time Zone: [UTC-8 Pacific Time ▼] │ │ Language: [English ▼] │ │ │ │ [Cancel] [Save Changes] │ └─────────────────────────────────────────┘ ``` #### Preferences ``` ┌─────────────────────────────────────────┐ │ Preferences │ ├─────────────────────────────────────────┤ │ Default Complexity: [Moderate ▼] │ │ Default Quality Target: [Professional ▼]│ │ Auto-enhance Plans: [✅ Enabled] │ │ Share Plans by Default: [❌ Disabled] │ │ │ │ Technology Preferences: │ │ Primary: [React ▼] │ │ Secondary: [Node.js ▼] [Python ▼] │ │ │ │ Theme: ○ Light ● Dark ○ Auto │ │ Sidebar: ○ Collapsed ● Expanded │ │ │ │ [Save Preferences] │ └─────────────────────────────────────────┘ ``` ### Notification Settings #### Notification Preferences ``` ┌─────────────────────────────────────────┐ │ Notifications │ ├─────────────────────────────────────────┤ │ Plan Events: │ │ ✅ Plan creation completed │ │ ✅ Quality score improved │ │ ✅ Plan shared with me │ │ ❌ Plan comments added │ │ │ │ Team Events: │ │ ✅ New team member joined │ │ ✅ Plan approval requested │ │ ❌ Team plan updates │ │ │ │ System Events: │ │ ✅ Maintenance notifications │ │ ✅ New feature announcements │ │ ❌ Usage limit warnings │ │ │ │ Delivery Method: │ │ ✅ Email ✅ In-app ❌ SMS ❌ Push │ │ │ │ [Save Settings] │ └─────────────────────────────────────────┘ ``` ### Security Settings #### Password and Authentication ``` ┌─────────────────────────────────────────┐ │ Security Settings │ ├─────────────────────────────────────────┤ │ Password: │ │ Last changed: 45 days ago │ │ Strength: ██████████ Strong │ │ [Change Password] │ │ │ │ Two-Factor Authentication: │ │ Status: ✅ Enabled (TOTP app) │ │ Backup codes: 8 remaining │ │ [View Backup Codes] [Reconfigure] │ │ │ │ Login Sessions: │ │ • Current session (Chrome, MacOS) │ │ • Mobile session (Safari, iOS) 2d ago │ │ [View All Sessions] [Revoke All] │ │ │ │ API Keys: │ │ • Production API key (expires: 2024-12)│ │ • Development API key (expires: never) │ │ [Manage API Keys] │ └─────────────────────────────────────────┘ ``` ### Billing and Subscription #### Subscription Overview ``` ┌─────────────────────────────────────────┐ │ Subscription │ ├─────────────────────────────────────────┤ │ Current Plan: Professional │ │ Monthly Cost: $99.00 │ │ Next Billing: February 15, 2024 │ │ │ │ Usage This Month: │ │ Plans Created: 23 / 50 (46%) │ │ API Requests: 1,247 / 5,000 (25%) │ │ Team Members: 8 / 10 (80%) │ │ │ │ [Upgrade Plan] [Manage Billing] │ │ [View Invoices] [Cancel Subscription] │ └─────────────────────────────────────────┘ ``` ## Troubleshooting ### Common Issues and Solutions #### Issue: Plan Creation Fails **Symptoms:** Plan creation stops or shows error messages **Solutions:** 1. Check internet connection 2. Verify requirements are clearly written 3. Ensure complexity level is appropriate 4. Try reducing scope if plan is too complex 5. Contact support if issue persists #### Issue: Low Quality Scores **Symptoms:** Plans consistently receive low quality ratings **Solutions:** 1. Provide more detailed requirements 2. Add context about existing systems 3. Specify non-functional requirements 4. Include technology preferences 5. Use the enhancement feature 6. Review quality feedback #### Issue: Can't Access Shared Plans **Symptoms:** Shared plans don't appear or show permission errors **Solutions:** 1. Check email for sharing invitation 2. Verify you're logged into correct account 3. Ask plan owner to re-share 4. Clear browser cache and cookies 5. Try incognito/private browsing mode ### Getting Help #### Support Channels - **Help Center**: In-app help button (❓) - **Live Chat**: Business hours support - **Email**: support@planner-mcp.example.com - **Community Forum**: Connect with other users - **Video Tutorials**: Step-by-step guides #### Before Contacting Support Please provide: 1. Your account email address 2. Plan ID (if applicable) 3. Browser and version 4. Steps to reproduce the issue 5. Screenshots if relevant 6. Error messages (exact text) --- **Congratulations!** You've completed the Planner MCP user manual. You now have the knowledge to create world-class plans, collaborate with your team, and leverage all the advanced features of the platform. For the latest updates and new features, check our [release notes](https://docs.planner-mcp.example.com/releases) and follow us on social media. **Happy Planning!** --- **Last Updated**: {current_date} **Version**: 2.0 **Feedback**: [manual-feedback@planner-mcp.example.com](mailto:manual-feedback@planner-mcp.example.com)