• Updated
  1. Click the ellipsis in the Work Plan header, then select Request Updates.

    Request_Updates_Work_Plan.png
  2. Complete the Request Update form. Click Send Update Request button when ready.

    • Tasks: Select either Selected Tasks or Tasks Assigned to Me. You may want to select Tasks Assigned to Me to send yourself regular reminders to update your status.

    • Select Fields: Use the drop down menu to choose which fields you want updated by the recipient(s).

    • Schedule: Select either Send Now, Daily (specific days & time), or Monthly (specific day of the month).

    • Enter a Message: This message will be in the email body requesting updates.

Work_Plan_Request_Update.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request