...
- Click the New WorkPlan button. This will bring up an Add/Edit panel for WorkPlans, completely blank.
- Fill the fields in with your desired information. See The Add/Edit WorkPlan Panel for details about the fields.
- Click Update to save the WorkPlan and close the panel. To edit the contents of the new WorkPlan, click the WorkPlan icon (
) in the Actions column of the row representing the new WorkPlan.
- If you decide you do not wish to save the WorkPlan, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
...
The Scheduling Settings tab contains a number of fields which are used together to determine the due date of the item. Either the date is entered manually by the user on the WorkPlans case page, or the date is calculated by adding or subtracting various quantities of time from a date that is significant for either the case or the WorkPlan item itself. The tab contains the following fields:
...