Update Plan activity

Full documentation coming soon.


Update Plan activity

Configure the Update Plan activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Microsoft Planner tab.

    Microsoft Planner tab
  3. On the Microsoft Planner tab, drag the Update Plan activity onto your process.

    Drag Update Plan activity

General Configuration

Specifies the basic settings for the Update Plan activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Update Plan Configuration

Full documentation coming soon.

Figure: Update Plan Configuration screen

Update Plan Configuration screen