How to Edit Steps when You Activate the Activity Plan

How to Edit Steps when You Activate the Activity Plan

  Note:

  • When you activate an Activity Plan that sets up a meeting, the meeting will be scheduled for a default time.
  • Use this method to set those activities to their proper time.
  1. Activate the Activity Plan. If you need them, instructions on doing this are here.
    When you are finished activating it, a reminder will pop up for the new activities.
  2. Click View more detail.
  3. A panel will open on the right showing the details of the activity.
  4. Click Edit.
  5. This will open the activity to its normal Edit screen, allowing you to make any necessary changes.

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