AdvoLogix Help

zzzAction Plan Tab

Updated

Action Plan Templates allows you to create reusable "Task Templates" which can later be applied on Account, Contact or Matter.

Action Plans are a set of multiple Tasks, created from an "Action Plan Template" when an Action Plan Template is applied on Account, Contact or Matter. 

Navigate to Advologix Setup

Choose Action Plans subtab

Action Plan Templates

Action Plan Templates
  1. Access, create, delete, or edit the available List views for the Action Plan sub-tab's Action Plan Template tab
  2. Add a new Action Plan Template
  3. Change the owner of a Action Plan Template
  4. Access, delete, or edit the available Action Plan Templates

Action Plan

Action Plan
  1. Access, create, delete, or edit the available List views for the Action Plan Template sub-tab's Action Plan tab
  2. Add a new Action Plan
  3. Change the owner of a Action Plan
  4. Delete an available Action Plan
  5. Access or edit the available Action Plans  

How to use Action Plans and Action Plan Templates

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