Active Plans

The Active Plans section in the web portal shows the plans that are currently in progress.  In the mobile app, you can find the list on the Active Plans screen, and it also shows information about the general progress of a plan.

  • Navigate to the Home page in the web portal.
  • See the amount and list of active plans.
  • In the mobile app click the Active Plans button from the side-menu or from the bottom navigation bar in the Home screen to navigate to the active plans list.
  • See list of active plans in the mobile app.
  • Click the button to navigate to the Active Plan screen. Please refer to Active Plan Dashboard.
  • There can only be one instance of the plan active.
  • Please refer to Filters to learn how filters work.
  • Supervisors can modify some information of not started tasks and tasks in progress.
  • Supervisors can perform actions in tasks.
  • Only supervisors can complete or cancel this type of plan. Refer to Complete Plans and Cancel Plan.