Create and Manage Plan
Creating and managing a plan involves the process of developing, organizing, and overseeing a set of actions or tasks designed to achieve a specific goal or objective
Last updated
Creating and managing a plan involves the process of developing, organizing, and overseeing a set of actions or tasks designed to achieve a specific goal or objective
Last updated
Go to Planner and click on +Plan
Enter the details in the Create Plan page and click on Save
A new Plan is added at the top
Plan once added can be deleted if no longer necessary
To delete Plan
Click on the edit button
Click on delete option which you would like to delete
Give your confirmation in the popup and the record will be deleted