Activate Your Plan


Once you have finished building out your plan and have assigned a responsible party (the 'Assigned-To' user), a start and due date, and chosen an email frequency for each item, it's time to activate the plan.

1.  Open the top plan card.



2.  In the plan card, on the top right hand side, you will see a slider marked as Active or Inactive. Click the button to slide the plan state to 'Active.' It will automatically save once you have made changes.



Note: The plan status may still be grey – meaning the plan status is 'Not Started.' To change the status, navigate to the blue 'Update Status' button in the plan card.


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