1. Click the + icon next to the Work Plan header to create a new Work Plan.
  2. Enter the Title and Objective for the Work Plan and select “Create Work Plan”.
  3. Once the Work Plan is created, add tasks and expectations:
    • To add tasks: Click Add Task. A field will appear where you can enter the task by clicking on the word “untitled”. The toolbar will appear for further editing.
    • To add expectations: Click Add Expectation. Similarly, a field will appear where you can enter the expectation by clicking on the word “untitled”. The toolbar will appear for further editing.
  4. Click Save when you are finished adding content. Repeat these steps for additional tasks or expectations.

    Note: Once a Work Plan is created you can use AI to build an example. SEE Using AI to Build Process Tools
    In addition, you can also Embed a Scribe Workflow using the Scribe icon. SEE Embedding Scribe Workflow in a Work Plan.

Continue below for additional resources: