Make Your Plan Inactive


The 'Inactive' plan state prevents your users from receiving automatic notifications and seeing the plan. When you're building a plan, we recommend leaving the status as Inactive so your Assigned Users won't receive email notifications too early in your planning process, creating confusion. You may also want to deactivate completed plans as your planning cycle or fiscal year ends and a new plan launches. 


To move your plan to an Inactive state, locate the plan you wish to deactivate, then open the top plan item that houses your plan's name from any view.




To the right of your plan's name at the top of the menu, you will see the plan state toggle switch. Click 'Inactive'. An alert will appear asking you to confirm this change. Click the white 'Confirm' button in the bottom right-hand corner.




Your plan is now Inactive and the new state will be reflected in the Toggle switch.