Communicating Plan Changes

Created on:
Updated on:

If you make changes to plan items after people have already been scheduled, make sure to let people know about the update.

Informing Teams of Changes

To let scheduled teams know about changes that you have made, go to the Teams tab and click the email icon.

email_arrow.png

Choose the teams that you want to send the email to, select the statuses to include, and then click Next.

Notice

By default, only teams that you lead will be selected as recipients. To add additional teams, click the Add button.

modal_email recipients.png

Compose the email and update recipients, as needed.

modal_email.png

Tip

If you use this email often, consider creating an email template that you can reuse.

How Do I Know Who Changed Something?

If you have a question about something that has changed in the plan, you can contact the plan contributors for more information. Contributors are people who have added or edited an item, note, person, or needed position in a plan.

To view plan contributors, click the dropdown in the upper right corner of a plan and select Contributors.

contributors_arrow.png

Click on the picture of a contributor to see their name and when they made the update.

modal_contributors.png

To update the types of contributors that are visible, click the Types dropdown, and make your selection.

modal_contributors_types.png
Was this article helpful?
6 out of 11 found this helpful