Activate and Deactivate a Plan

Activate a plan to start scheduling its tasks, and so that users assigned to tasks can begin work on them using the Work List.

When a plan is created it is inactive by default. A user can add users, validations, rules and tags to the tasks in the plan. A user can also import a project file into a plan. However, the plan’s tasks will not appear on the Work List until the plan is activated.

When a plan is activated:

  • The tasks associated with that plan (that are not in a Completed status) display on the Work List
  • Users who have workflow configured on the Workflow User Preference page (Configuration > Workflow > User Preference) and are assigned to tasks in the plan receive a message that the plan is active
  • The first start date for a task (when a user clicks the Next Action button on the Work List to move the task from Ready to In Progress status) becomes the actual start date for the plan
  • Any updates to tasks while the plan is active are reflected on the Work List when the update is saved

When a plan is deactivated:

  • Its tasks are removed from the Work List
  • Users with Workflow configured that are assigned to tasks in the Plan receive an email message that the plan is no longer active

To activate a plan:

  1. Select Project in the Navigation pane.
  2. Click Plans for a project.
  3. Click Vertical View for a plan.
    OR
    Click Tasks for a plan and click Vertical View for a plan.
  4. Click the Plan tab.
  5. Click Activate Plan.

The ACTIVE check box displays as enabled on the Plan page.

To deactivate an active plan, follow these steps but click Deactivate Plan.

NOTE: Deactivating a plan is not the same as deleting a plan. If a plan is deleted, all of the tasks assigned to the plan are also deleted.