Adding a Lifecycle to Plan (U)

Do you feel like your projects are not going forward? With Plan Process user can define the stage of the project and follow any advancements. If the process needs approval before moving forward you can set a stage gate, which requires you to complete an approval process.

Fingertip Plans comes with 6 ready-made lifecycles which get you on the go swiftly and come handy especially if your work is repeatable!  The lifecycles are Simple, Meeting, Sprint, Project, Business, Dialogue Decision Making, all serving a different purpose! Note that you can also design a lifecycle of your own!

1. From the Plan record page, click the Action Menu on the right.

2. Select Edit Details.

3. Scroll down and locate the Select Process field. Choose the process suited best to your plan from multiple different choices.

4. Click Save.


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