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How to edit your action plan?

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

Updated over 3 years ago

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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