Plan Step

Plan steps are tasks that are needed to be performed to carry out a plan effectively. There are no plan step actions/activities to perform under tasks/plan steps in a Checklist-Type plan.

In a Checklist-Type plan, the plan steps help managers define what a task is and why it needs to be performed.

To create Plan Steps, follow the steps given below:

  • Once the plan is created, navigate to Manage Steps.

  • Click on the Create Plan Step button.

  • This will open the ‘Quick Create Form: Plan Step’, where we need to fill in the details.

    • Name: Provide an appropriate name for the Plan Step.

    • Description: Provide a short description of the Plan Step.

  • Once the required fields are filled, click on ‘Save and Close’

  • Your plan step will be added to the checklist and appear on Plan Steps.

  • Similarly, we can add more steps, by clicking on the 'Add Step' button as shown below.

  • Click on Publish to publish the plan.

Note: At least one plan step should be added to publish a Checklist-Type plan.

In this way, a Checklist-Type plan can be created with the plan steps.

This is the type of plan you need to create when you need the tasks to be executed independently.

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