> 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-process-type-plan.md).

# Create Process-Type Plan

Sometimes managers need to have a plan where the sequence of the tasks matters. And the user should not be able to proceed to the next task before completing the current one. A Process-Type plan is a type of plan that enables managers to create plans that are needed to be performed in sequential order.

This is useful for creating plans where you want your salesperson to follow the guidelines in a predefined order and not randomly.

Below are the steps for creating a Process-Type plan:

* [Plan](https://docs.inogic.com/business-process-checklist/configuration/configuration-for-plans/configuration-for-process/plan)
* [Plan Step](https://docs.inogic.com/business-process-checklist/configuration/configuration-for-plans/configuration-for-process/plan-step)
* [Plan Step Action](https://docs.inogic.com/business-process-checklist/configuration/configuration-for-plans/configuration-for-process/plan-step-action)

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.inogic.com/business-process-checklist/features/manage-plans/create-plan/create-process-type-plan.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.