> 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/plan-items/auto-attach-the-plan-to-record.md).
# Auto-Attach the Plan to Record
Plans defined by the manager will automatically get attached to the records as per the matched criteria. And whenever a new record will be created in the chosen record type the set plan for it will automatically get connected to the newly created record.
**Below is an example:**
* Suppose the manager has created a plan for lead nurturing for the lead entity, where the criteria are set as lead source as **"Web".**
* Navigate to **Sales Hub -->** Go to **Leads -->** Create a **New Lead** with source as **Web.**
* So, whenever the lead is created with the lead source as **“Web”** then the lead nurturing plan will get attached to that lead record.
**Miscellaneous Features:**
* The action can be completed by clicking on the **Checkbox.**
* Users can be able to skip the **plan step** instead of performing it.
* The user can check the progress and number of completed steps count.
* Users can mark **plan steps** as favorites by clicking on the icon shown below. Once marked as favorites, users can see them in the Important Items View.
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**Note: In the same way, you can unmark to remove favorite plan steps from the Important Items view.**
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* Users can view the due date against each **open-plan step.** The due date can be changed as per the requirements. due date is the date on which the plan step is set to be performed.
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For any queries, reach out to us at
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