In BetaThe following document describes functionality that is currently in a beta phase of its release. See Action Plans: (Coming Soon!) New Project Level Action Plans Tool for more information.
To create action plan types for use in the project's Action Plans tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Action Plans.
- Navigate to the 'Configurations' tab.
- Under 'Types', click the text box and enter a name for the type you want to add.
- Click +Add to add your new action plan type.