Workload - Work Plan Modal

Additional Work Plan information

Work Plan Comments

In the Comments tab, you can see any updates or comments on the Work Plan, as well as any attachments on the comments.

  • Click Add Comment to enter your comment. The attachment function is not available on Mobile at the moment.

  • Click the blue arrow to reply to someone's comment.

  • Click the three-dot to edit or delete the comment

Work Plan Scope

In the Scope tab, you can see Scopes that are associated with this Work Plan.

  • Click on the scope, you can see more details on the scope. You can also edit the Scope name and planned dates, add or edit notes.

  • Click the three-dot to delete the scope

Work Plan Tasks

In the Tasks tab, you can see Tasks that are associated with this Work Plan, along with the assignee(s), planned date and estimated hours.

You can expand to see completed Tasks on this Work Plan.

  • Click on the Task to see more details. You can also change Project/Phase, Task name, assignees, priority and date on the task, as well as adding notes and comments.

  • Click three-dot on the top to mark the Task as complete or delete the Task

  • To modify Tasks associated to the Work Plan, click Add Task.

  • Click + or - to add/remove Tasks from the Work Plan.

  • You can also create a new Task to associate with the Work Plan on the top

  • Click the blue arrow on the top when you are done modifying.

Work Plan Activity

In the Activity tab, you can see all the modifications done on this Work Plan, including the date and time of the modification and the details of the Work Plan after modification.

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