Managing Plans

The actions you can perform on a plan depends on whether you have a Coordinator or Assignee role.

If you use any of the standard roles and access a plan created for you, you're automatically set as an Assignee. You can only view, update, and add notes to tasks assigned to you. You can only view the complete list of tasks of other employee plans.

To start, see:

• Managing Plans as a Coordinator

• Managing Plans as an Assignee

General Notices