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How to edit your action plan?

Find out how to edit your action plan in one minute!

In this article you will learn how to edit your action plan.

First click on the Action Plans application 📋 located in the menu.

Once on the page, click on the "Edit" icon of the action plan you wish to modify:

A page like below will open, now you can:

  • Edit the comment text 🖊️,

  • Identify the people involved 🧑,

  • Change the deadline and also the driver 📅,

Don't forget to press the "Save" button before closing. And if you wish, you can send an email notification to the people concerned.

Related Tags :

action plan PA modify plans change edit


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