> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/business-process-checklist/features/manage-plans/create-plan/create-checklist-type-plan/plan-step.md).

# 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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FPcL37kKFzvPTE4o4d4R7%2F1.png?alt=media&amp;token=eec26dd0-36db-4533-be35-876d78daa7aa" alt=""><figcaption></figcaption></figure>

* Click on the **Create Plan Step** button.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FriUdVSbgLFFj9KNQeEnV%2F2.png?alt=media&amp;token=961a4458-d413-4940-9841-254537dcd5d9" alt=""><figcaption></figcaption></figure>

* This will open the **‘Quick Create Form: Plan Step’,** where we need to fill in the detail&#x73;**.**
  * **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’**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEWbcMNnIlzTKP8LbE9Uo%2F3.png?alt=media&amp;token=2b1f428a-ccf1-41ec-88a5-d9995550023e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhrDdqitT60V5wq7oOM5C%2F4.png?alt=media&amp;token=52a3417a-c030-4ffc-8d89-95e3e93d85b0" alt=""><figcaption></figcaption></figure>

* Similarly, we can add more steps, by clicking on the **'Add Step'** button as shown below.&#x20;

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fo8jLyvhqchuiT6BiJBRO%2F5.png?alt=media&amp;token=595fcb90-0c21-4ad2-a2a0-fa6255b1478e" alt=""><figcaption></figcaption></figure>

* **Click** on **Publish** to publish the plan.

{% hint style="info" %}
**Note: At least one plan step should be added to publish a Checklist-Type plan.**
{% endhint %}

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXujoXEZ51ASVqU88JnhO%2F6.png?alt=media&amp;token=33fe0706-da95-4198-8d87-0298eab303c6" alt=""><figcaption></figcaption></figure>

In this way, a **Checklist-Type** plan can be created with the plan steps.&#x20;

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

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
