Record the Plan

All projects require a written plan. A written plan will ensure that all key individuals have similar project expectations.



  • Tap the Project Plan icon, 2nd from the top icon in the left navigation bar.

  • The project plan will display.


  • Customize the plan categories for your project.

  • Enter and update the plan for your project.

  • Enter project accomplishments throughout the project.

  • Enter learnings throughout the project.

  • Tap the top icon, project scope, in the left navigation bar.

  • The project scope page will display.

Next: Customize the Project Workflow