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.
For any queries, reach out to us at crm@inogic.com
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