The Edge Academy

Publish Plan and Create Items

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To publish the Plan once it has been finalised, you can click on the 'Publish Plan and Create Items' TAB under the Guided Process.

Item: PLAN: 2.. Bolster Mobile App Marketing

This flow will appear. Relevant information will be taken from the Plan so you will only need to provide the action's name, start date, duration and increment for the number of actions you wish to create.

Then click Next.

Item: PLAN: 2.. Bolster Mobile App Marketing

You then will be able to review your actions and edit any ownership if required.

Once you have completed your review simply refresh your page.

Item: PLAN: 2.. Bolster Mobile App Marketing

Now the Plan record page will be updated to the 'Planned' Status and you will be able to review all "Related Items" associated with this Plan.

Item: PLAN: 2.. Bolster Mobile App Marketing

These action items can also be found in the Achieve Hub.

NOTE: These can be assigned to achievers or other planners for them to action.

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