Plans & assignments
Edit or delete a plan
Update client-facing plan language and remove plan elements with the right continuity checks.
Edit the plan
- Use the plan controls to edit the client-facing title, description, focus areas, strategies, or other supported fields.
- Save each change and confirm the client-ready view reflects the intended language.
- Review active assignments separately; changing a plan label does not necessarily change an assignment’s instructions or due date.
Delete plan elements
- Delete an activity from its details when it is eligible for removal.
- Delete a strategy or focus area only after confirming that needed child items have been addressed.
- Use the plan menu to remove a plan only when its history is no longer needed in the active workspace.
Preserve continuity
Important
Do not use deletion to correct a record when the organization requires an amendment or retained history. Follow the organization’s documentation and retention policy.