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.

top_plan_card.png

 

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.

Activate_2.PNG

 

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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