1.4 KiB
sidebar_position |
---|
1 |
Create a Description
There are two ways to create descriptions:
- edit a plan by clicking
Add Description
in specific plan section that contains description templates field
-img- plan editor in edit state -img-
- click
Add Description
inMy Descriptions
orHome
and select in which plan the description will be stored. If plan has more than one description templates fields, must select in which section.
-img- my descriptions -img- -img- add description dialog -img-
When creating a new description a pop up message appears in case you want to automatically obtain answers to certain answers (for more details check Prefill a Description) or continue manually.
-img- prefill description pop up dialog -img-
In each case a Description Editor is provided to add information that describes management activities according to the selected template. If continue manually, must fill Title and Template of Description in Main Info for a temporary save. When select description template, shows up all the next steps of this.
-img- description editor -img-
:::info To finalize a description must answer all the required questions. If description is not valid for finalization yet, all unanswered required questions are marked to continue editing. :::