Adding items to the Plan happens in the Plan’s Items tab.
1. Navigate to the Plan Record you want to add Items to and go to the Items tab
2. You have two options to add Items to the Plan
- Use the Action Menu to create new items to include in the plan
- Click the Add Item -button to search from existing records in your environment
3. The Action Menu also allows you to organize items in the Items tab by adding different Sections to the Plan. You can organize for example according to the related Process phase, item type or creation time. Drag & Drop Items in the list to reorganize them!
NOTE: Creating Tasks via the Tasks tab doesn’t add them to the Items list, and they have to be added separately if you want them there.