Adding activity plan template steps

You can add tasks, documents, or other activity plans as steps to your activity plan templates.
To add a step to an activity plan template:
  1. Navigate to the Customize workspace.
  2. Click the Activity Plans tab.
  3. In the templates list, select the activity plan that you want to add steps to.
  4. In the Steps subtab, click the Edit button .
    The Edit Activity Plan Steps dialog opens.
  5. Click the Add button .
  6. In the menu, select the specific task, document, or activity plan you want to add.
    The Add Activity Plan Step dialog opens.
  7. Modify the step as desired.
  8. Click OK.
    The Add Activity Plan Step dialog closes.
  9. Click OK.
    The Edit Activity Plan Steps dialog closes.
The activity plan step is added, and its details appear in the Steps subtab.