Plan Task

  1. Purpose

    • Action is initiated in the plan task. 

    • All the necessary information of an action shall be recorded at this step, for example Title, Description, Assigned Users, Due Date, Type, Priority etc.

  1. Sections 

Sections

Visible

Editable

Action Details

Action Results

                  



  1. Routing

    • Please refer to the diagram in the Overview section to see the end-to-end workflow.

    • From the Plan step an Action can be routed forward to the Assigned step.