Navigate to Scheduled Plans from the top navigation bar.
Click Create a Scheduled Plan at the top right of the screen > Create from Scratch > name your plan.
Adding Scheduled Emails and Tasks to the Scheduled Plan
Select Add To at the top and select either:
Scheduled Emails
Task
Phone Call Reminder
If you'd like to assign any aspect of your plan to a team member, click into the email or task and navigate to the assignment section > select a user or user group to assign to.
Any scheduled emails or tasks you create will display on the Calendar home-screen. This way, your team is always aware of what needs to be done without ever clicking into the scheduled plan.