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Finishing planning

After planning the nonproject task, it is necessary to send it to the next configured step. To do that, select the desired record in the list of records of the main screen.

After that, click on More on the toolbar.

At this point, the system will ask whether you wish to send the nonproject task to the next step. Click on the desired option:

OK: The task will continue to one of the following steps:

▪Planning approval: If it is configured in the task type that the planning will go through approval, the system will generate the Task planning approval task for the responsible members.

▪Task tracking: If the task does not have the planning approval step configured in its type, the task will be released for execution by the due responsible parties and will also be available for tracking through the Task tracking menu.

Cancel: The task will remain pending with the Planning status. In this case, it is also possible to finish its planning through the saving options on the data screen toolbar or through the Task planning task.